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 | $51,487 | $100,754-48.9% | $86,677-40.6% | $134,475-61.7% |
| Participation rate | 41.2% | 78.9%-37.8pp | 76.6%-35.4pp | 81.2%-40.0pp |
| Annual return | -19.43% | 29.04%-48.5pp | 35.91%-55.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,805 | $3,489-48.3% | $2,836-36.3% | $4,740-61.9% |
| Participant deferral / active EE | $2,186 | $5,338-59.0% | $4,656-53.0% | $6,400-65.8% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |