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 9-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 | $59,677 | $49,177+21.4% | $79,464-24.9% | $64,186-7.0% |
| Participation rate | 19.8% | 65.0%-45.3pp | 73.3%-53.6pp | 69.6%-49.8pp |
| Annual return | -7.25% | -1.16%-6.1pp | 718.14%-725.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $339 | $2,076-83.7% | $2,800-87.9% | $2,381-85.8% |
| Participant deferral / active EE | $1,298 | $2,821-54.0% | $3,704-64.9% | $3,470-62.6% |
| Admin fee / account holder | $264 | $3,839-93.1% | $5,113-94.8% | $4,888-94.6% |