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 10-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 | $56,260 | $95,193-40.9% | $76,523-26.5% | $135,375-58.4% |
| Participation rate | 41.7% | 74.4%-32.7pp | 68.0%-26.3pp | 82.6%-41.0pp |
| Annual return | -7.04% | 4.85%-11.9pp | -0.27%-6.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,085 | $3,302-67.2% | $2,647-59.0% | $4,779-77.3% |
| Participant deferral / active EE | $2,403 | $4,639-48.2% | $3,835-37.4% | $5,609-57.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |