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 8-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 | $66,562 | $167,307-60.2% | $143,757-53.7% | $134,475-50.5% |
| Participation rate | 35.7% | 84.8%-49.1pp | 80.3%-44.6pp | 81.2%-45.5pp |
| Annual return | -18.14% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,322 | $5,619-76.5% | $4,951-73.3% | $4,740-72.1% |
| Participant deferral / active EE | $3,479 | $6,446-46.0% | $5,637-38.3% | $6,400-45.6% |
| Admin fee / account holder | $183 | $18,088-99.0% | $14,673-98.8% | $11,426-98.4% |