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 10-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 | $43,421 | $133,958-67.6% | $112,228-61.3% | $134,475-67.7% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -16.66% | 47.11%-63.8pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,588 | $4,038-60.7% | $3,635-56.3% | $4,740-66.5% |
| Participant deferral / active EE | $3,035 | $5,291-42.6% | $4,728-35.8% | $6,400-52.6% |
| Admin fee / account holder | $244 | $7,489-96.7% | $6,410-96.2% | $11,426-97.9% |