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 | $36,627 | $211,958-82.7% | $169,463-78.4% | $135,375-72.9% |
| Participation rate | 58.8% | 82.6%-23.8pp | 77.8%-19.0pp | 82.6%-23.8pp |
| Annual return | -6.97% | 3.26%-10.2pp | 1.83%-8.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,007 | $5,120-60.8% | $4,159-51.7% | $4,779-58.0% |
| Participant deferral / active EE | $3,314 | $6,075-45.4% | $5,277-37.2% | $5,609-40.9% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |