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 | $50,613 | $142,344-64.4% | $119,609-57.7% | $134,475-62.4% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -19.98% | -12.44%-7.5pp | -14.97%-5.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,633 | $5,222-68.7% | $4,232-61.4% | $4,740-65.6% |
| Participant deferral / active EE | $3,316 | $6,469-48.7% | $5,602-40.8% | $6,400-48.2% |
| Admin fee / account holder | $19 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |