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 | $54,068 | $100,754-46.3% | $86,677-37.6% | $134,475-59.8% |
| Participation rate | 37.5% | 78.9%-41.4pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -19.25% | 29.04%-48.3pp | 35.91%-55.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,226 | $3,489-64.9% | $2,836-56.8% | $4,740-74.1% |
| Participant deferral / active EE | $6,504 | $5,338+21.8% | $4,656+39.7% | $6,400+1.6% |
| Admin fee / account holder | $296 | $10,926-97.3% | $7,493-96.1% | $11,426-97.4% |