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 | $57,760 | $69,518-16.9% | $59,878-3.5% | $135,375-57.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -7.81% | 7.94%-15.8pp | 3.46%-11.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,808 | $3,235-44.1% | $2,722-33.6% | $4,779-62.2% |
| Participant deferral / active EE | $7,034 | $4,206+67.3% | $3,402+106.8% | $5,609+25.4% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |