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 9-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 | $60,537 | $140,578-56.9% | $100,671-39.9% | $125,391-51.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 70.7%-4.0pp | 83.2%-16.5pp |
| Annual return | -2.57% | 24.67%-27.2pp | 20.43%-23.0pp | 282.22%-284.8pp |
| Employer contribution / active EE | $2,562 | $5,965-57.1% | $4,012-36.2% | $4,866-47.4% |
| Participant deferral / active EE | $10,196 | $3,981+156.1% | $3,144+224.4% | $5,352+90.5% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |