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 | $48,738 | $133,958-63.6% | $112,228-56.6% | $134,475-63.8% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -18.91% | 47.11%-66.0pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $799 | $4,038-80.2% | $3,635-78.0% | $4,740-83.1% |
| Participant deferral / active EE | $1,910 | $5,291-63.9% | $4,728-59.6% | $6,400-70.2% |
| Admin fee / account holder | $211 | $7,489-97.2% | $6,410-96.7% | $11,426-98.2% |