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 | $84,664 | $133,958-36.8% | $112,228-24.6% | $134,475-37.0% |
| Participation rate | 18.2% | 78.6%-60.4pp | 75.1%-56.9pp | 81.2%-63.0pp |
| Annual return | -19.80% | 47.11%-66.9pp | 27.45%-47.2pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,047 | $4,038-74.1% | $3,635-71.2% | $4,740-77.9% |
| Participant deferral / active EE | $2,325 | $5,291-56.1% | $4,728-50.8% | $6,400-63.7% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |