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 | $107,356 | $142,344-24.6% | $119,609-10.2% | $134,475-20.2% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -17.35% | -12.44%-4.9pp | -14.97%-2.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,299 | $5,222-56.0% | $4,232-45.7% | $4,740-51.5% |
| Participant deferral / active EE | $3,455 | $6,469-46.6% | $5,602-38.3% | $6,400-46.0% |
| Admin fee / account holder | $43 | $13,584-99.7% | $10,323-99.6% | $11,426-99.6% |