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 | $43,517 | $167,307-74.0% | $143,757-69.7% | $134,475-67.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -18.79% | 0.46%-19.3pp | -0.04%-18.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,518 | $5,619-73.0% | $4,951-69.3% | $4,740-68.0% |
| Participant deferral / active EE | $2,560 | $6,446-60.3% | $5,637-54.6% | $6,400-60.0% |
| Admin fee / account holder | $18 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |