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 8-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 | $63,785 | $91,911-30.6% | $68,793-7.3% | $135,375-52.9% |
| Participation rate | 66.7% | 76.7%-10.1pp | 72.2%-5.6pp | 82.6%-16.0pp |
| Annual return | -7.91% | -8.22%+0.3pp | -4.63%-3.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,501 | $3,924-61.8% | $2,625-42.8% | $4,779-68.6% |
| Participant deferral / active EE | $3,752 | $4,315-13.1% | $3,311+13.3% | $5,609-33.1% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |