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 7-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 | $71,330 | $53,162+34.2% | $91,220-21.8% | $68,494+4.1% |
| Participation rate | 46.2% | 63.2%-17.1pp | 73.2%-27.0pp | 67.9%-21.7pp |
| Annual return | -16.62% | -3.14%-13.5pp | 114.01%-130.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $866 | $1,709-49.3% | $2,850-69.6% | $2,596-66.6% |
| Participant deferral / active EE | $1,660 | $2,974-44.2% | $4,234-60.8% | $4,027-58.8% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,420-100.0% | $5,403-100.0% |