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 | $57,256 | $140,588-59.3% | $123,104-53.5% | $125,391-54.3% |
| Participation rate | 25.0% | 88.2%-63.2pp | 86.8%-61.8pp | 83.2%-58.2pp |
| Annual return | -0.25% | 16.80%-17.0pp | 13.22%-13.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $2,364 | $6,041-60.9% | $5,151-54.1% | $4,866-51.4% |
| Participant deferral / active EE | $4,375 | $6,980-37.3% | $6,230-29.8% | $5,352-18.2% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |