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 5-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 | $58,225 | $84,695-31.3% | $73,843-21.2% | $125,391-53.6% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | -3.38% | 3123.53%-3126.9pp | 2267.84%-2271.2pp | 282.22%-285.6pp |
| Employer contribution / active EE | $711 | $3,123-77.2% | $2,787-74.5% | $4,866-85.4% |
| Participant deferral / active EE | $6,710 | $3,992+68.1% | $3,583+87.3% | $5,352+25.4% |
| Admin fee / account holder | $33 | $5,691-99.4% | $4,880-99.3% | $9,540-99.7% |