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 | $69,511 | $95,971-27.6% | $74,550-6.8% | $135,375-48.7% |
| Participation rate | 30.8% | 75.7%-44.9pp | 69.1%-38.4pp | 82.6%-51.9pp |
| Annual return | -6.21% | 56.96%-63.2pp | 32.53%-38.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,098 | $2,716-59.6% | $1,961-44.0% | $4,779-77.0% |
| Participant deferral / active EE | $3,057 | $3,843-20.5% | $3,108-1.6% | $5,609-45.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |