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 | $20,826 | $133,958-84.5% | $112,228-81.4% | $134,475-84.5% |
| Participation rate | 38.5% | 78.6%-40.1pp | 75.1%-36.6pp | 81.2%-42.8pp |
| Annual return | -19.88% | 47.11%-67.0pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $864 | $4,038-78.6% | $3,635-76.2% | $4,740-81.8% |
| Participant deferral / active EE | $1,536 | $5,291-71.0% | $4,728-67.5% | $6,400-76.0% |
| Admin fee / account holder | $192 | $7,489-97.4% | $6,410-97.0% | $11,426-98.3% |