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 | $83,956 | $100,754-16.7% | $86,677-3.1% | $134,475-37.6% |
| Participation rate | 38.5% | 78.9%-40.5pp | 76.6%-38.1pp | 81.2%-42.8pp |
| Annual return | -17.21% | 29.04%-46.2pp | 35.91%-53.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,835 | $3,489-18.8% | $2,836-0.1% | $4,740-40.2% |
| Participant deferral / active EE | $6,168 | $5,338+15.6% | $4,656+32.5% | $6,400-3.6% |
| Admin fee / account holder | $12 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |