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 7-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 | $48,472 | $133,958-63.8% | $112,228-56.8% | $134,475-64.0% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -19.82% | 47.11%-66.9pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,240 | $4,038-44.5% | $3,635-38.4% | $4,740-52.7% |
| Participant deferral / active EE | $3,803 | $5,291-28.1% | $4,728-19.6% | $6,400-40.6% |
| Admin fee / account holder | $27 | $7,489-99.6% | $6,410-99.6% | $11,426-99.8% |