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 | $67,824 | $129,942-47.8% | $104,294-35.0% | $134,475-49.6% |
| Participation rate | 28.6% | 79.5%-51.0pp | 73.3%-44.7pp | 81.2%-52.7pp |
| Annual return | -19.21% | 42.03%-61.2pp | 24.61%-43.8pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,281 | $4,184-69.4% | $3,372-62.0% | $4,740-73.0% |
| Participant deferral / active EE | $4,894 | $5,588-12.4% | $4,625+5.8% | $6,400-23.5% |
| Admin fee / account holder | $20 | $9,323-99.8% | $7,339-99.7% | $11,426-99.8% |