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 8-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 | $57,377 | $43,723+31.2% | $121,196-52.7% | $64,186-10.6% |
| Participation rate | 28.0% | 58.3%-30.3pp | 71.7%-43.7pp | 69.6%-41.6pp |
| Annual return | -7.16% | 68.91%-76.1pp | 16.93%-24.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $586 | $1,296-54.8% | $4,022-85.4% | $2,381-75.4% |
| Participant deferral / active EE | $2,226 | $2,280-2.3% | $3,344-33.4% | $3,470-35.8% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |