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 | $58,922 | $133,958-56.0% | $112,228-47.5% | $134,475-56.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -17.17% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,508 | $4,038-62.7% | $3,635-58.5% | $4,740-68.2% |
| Participant deferral / active EE | $3,229 | $5,291-39.0% | $4,728-31.7% | $6,400-49.5% |
| Admin fee / account holder | $24 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |