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 | $57,915 | $27,641+109.5% | $61,373-5.6% | $68,494-15.4% |
| Participation rate | 29.3% | 39.5%-10.2pp | 52.6%-23.3pp | 67.9%-38.6pp |
| Annual return | -13.38% | -13.24%-0.1pp | 338.61%-352.0pp | -7.84%-5.5pp |
| Employer contribution / active EE | $574 | $695-17.5% | $1,159-50.5% | $2,596-77.9% |
| Participant deferral / active EE | $1,475 | $1,263+16.7% | $2,125-30.6% | $4,027-63.4% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |