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 | $24,307 | $133,958-81.9% | $112,228-78.3% | $134,475-81.9% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -19.00% | 47.11%-66.1pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,433 | $4,038-64.5% | $3,635-60.6% | $4,740-69.8% |
| Participant deferral / active EE | $3,811 | $5,291-28.0% | $4,728-19.4% | $6,400-40.5% |
| Admin fee / account holder | $125 | $7,489-98.3% | $6,410-98.1% | $11,426-98.9% |