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 | $126,748 | $211,958-40.2% | $169,463-25.2% | $135,375-6.4% |
| Participation rate | 8.3% | 82.6%-74.3pp | 77.8%-69.4pp | 82.6%-74.3pp |
| Annual return | -5.25% | 3.26%-8.5pp | 1.83%-7.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $725 | $5,120-85.8% | $4,159-82.6% | $4,779-84.8% |
| Participant deferral / active EE | $1,021 | $6,075-83.2% | $5,277-80.7% | $5,609-81.8% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |