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 | $40,866 | $97,044-57.9% | $83,333-51.0% | $135,375-69.8% |
| Participation rate | 68.8% | 80.4%-11.7pp | 77.8%-9.0pp | 82.6%-13.9pp |
| Annual return | -7.23% | 12.31%-19.5pp | 10.63%-17.9pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,781 | $4,143-32.9% | $3,379-17.7% | $4,779-41.8% |
| Participant deferral / active EE | $3,256 | $5,964-45.4% | $5,565-41.5% | $5,609-41.9% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |