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 9-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 | $58,506 | $140,588-58.4% | $123,104-52.5% | $125,391-53.3% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -0.86% | 16.80%-17.7pp | 13.22%-14.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,073 | $6,041-65.7% | $5,151-59.8% | $4,866-57.4% |
| Participant deferral / active EE | $4,946 | $6,980-29.1% | $6,230-20.6% | $5,352-7.6% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |