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 | $113,714 | $167,484-32.1% | $151,611-25.0% | $134,475-15.4% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.5%-47.5pp | 81.2%-41.2pp |
| Annual return | -17.62% | 7.80%-25.4pp | 3.33%-21.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,156 | $6,829-68.4% | $6,166-65.0% | $4,740-54.5% |
| Participant deferral / active EE | $5,998 | $8,986-33.3% | $8,363-28.3% | $6,400-6.3% |
| Admin fee / account holder | $112 | $13,783-99.2% | $11,616-99.0% | $11,426-99.0% |