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 | $21,337 | $107,791-80.2% | $90,645-76.5% | $135,375-84.2% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | -8.68% | -0.90%-7.8pp | 1.88%-10.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $640 | $3,018-78.8% | $2,532-74.7% | $4,779-86.6% |
| Participant deferral / active EE | $800 | $3,872-79.3% | $3,425-76.6% | $5,609-85.7% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |