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 | $48,798 | $152,509-68.0% | $117,472-58.5% | $134,475-63.7% |
| Participation rate | 36.4% | 77.1%-40.7pp | 70.6%-34.2pp | 81.2%-44.9pp |
| Annual return | -6.59% | 52.99%-59.6pp | 29.74%-36.3pp | 417.96%-424.6pp |
| Employer contribution / active EE | $1,161 | $5,571-79.2% | $4,176-72.2% | $4,740-75.5% |
| Participant deferral / active EE | $2,872 | $4,818-40.4% | $4,070-29.4% | $6,400-55.1% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |