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 | $44,202 | $57,354-22.9% | $83,848-47.3% | $64,186-31.1% |
| Participation rate | 57.1% | 68.6%-11.5pp | 76.1%-19.0pp | 69.6%-12.4pp |
| Annual return | -7.21% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,216 | $2,545-52.2% | $3,631-66.5% | $2,381-48.9% |
| Participant deferral / active EE | $2,382 | $2,993-20.4% | $4,082-41.6% | $3,470-31.3% |
| Admin fee / account holder | $20 | $4,046-99.5% | $5,478-99.6% | $4,888-99.6% |