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 | $60,511 | $92,222-34.4% | $76,768-21.2% | $135,375-55.3% |
| Participation rate | 68.8% | 79.8%-11.0pp | 77.0%-8.2pp | 82.6%-13.9pp |
| Annual return | -6.98% | 5.46%-12.4pp | 2.43%-9.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,509 | $4,509-22.2% | $3,852-8.9% | $5,609-37.4% |
| Admin fee / account holder | $276 | $10,748-97.4% | $6,675-95.9% | $10,827-97.5% |