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 | $71,910 | $138,044-47.9% | $125,339-42.6% | $134,475-46.5% |
| Participation rate | 44.4% | 84.5%-40.0pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -16.72% | 750.33%-767.0pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,230 | $5,243-76.5% | $4,814-74.5% | $4,740-74.1% |
| Participant deferral / active EE | $4,056 | $7,799-48.0% | $7,446-45.5% | $6,400-36.6% |
| Admin fee / account holder | $36 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |