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 | $46,673 | $167,484-72.1% | $151,611-69.2% | $134,475-65.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -15.94% | 7.80%-23.7pp | 3.33%-19.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,565 | $6,829-77.1% | $6,166-74.6% | $4,740-67.0% |
| Participant deferral / active EE | $9,502 | $8,986+5.7% | $8,363+13.6% | $6,400+48.5% |
| Admin fee / account holder | $146 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |