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 | $48,898 | $27,641+76.9% | $61,373-20.3% | $68,494-28.6% |
| Participation rate | 20.5% | 39.5%-19.0pp | 52.6%-32.1pp | 67.9%-47.4pp |
| Annual return | -15.94% | -13.24%-2.7pp | 338.61%-354.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $766 | $695+10.1% | $1,159-33.9% | $2,596-70.5% |
| Participant deferral / active EE | $523 | $1,263-58.6% | $2,125-75.4% | $4,027-87.0% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |