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 7-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 | $35,739 | $93,024-61.6% | $77,024-53.6% | $134,475-73.4% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -20.45% | 62.60%-83.1pp | 42.32%-62.8pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,099 | $3,418-67.8% | $2,812-60.9% | $4,740-76.8% |
| Participant deferral / active EE | $3,874 | $5,238-26.0% | $4,426-12.5% | $6,400-39.5% |
| Admin fee / account holder | $80 | $6,944-98.9% | $5,425-98.5% | $11,426-99.3% |