See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,570 | $97,881-49.4% | $80,004-38.0% | $125,391-60.5% |
| Participation rate | 5.0% | 77.9%-72.9pp | 73.0%-68.0pp | 83.2%-78.2pp |
| Annual return | -2.28% | 9.36%-11.6pp | 7.63%-9.9pp | 282.22%-284.5pp |
| Employer contribution / active EE | $363 | $3,128-88.4% | $2,473-85.3% | $4,866-92.5% |
| Participant deferral / active EE | $900 | $3,744-76.0% | $3,204-71.9% | $5,352-83.2% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |