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 6-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 | $40,737 | $27,641+47.4% | $61,373-33.6% | $68,494-40.5% |
| Participation rate | 23.5% | 39.5%-16.0pp | 52.6%-29.0pp | 67.9%-44.4pp |
| Annual return | -18.82% | -13.24%-5.6pp | 338.61%-357.4pp | -7.84%-11.0pp |
| Employer contribution / active EE | $773 | $695+11.2% | $1,159-33.3% | $2,596-70.2% |
| Participant deferral / active EE | $1,673 | $1,263+32.5% | $2,125-21.3% | $4,027-58.5% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |