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 10-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 | $77,333 | $133,958-42.3% | $112,228-31.1% | $134,475-42.5% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -18.66% | 47.11%-65.8pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $968 | $4,038-76.0% | $3,635-73.4% | $4,740-79.6% |
| Participant deferral / active EE | $3,297 | $5,291-37.7% | $4,728-30.3% | $6,400-48.5% |
| Admin fee / account holder | $36 | $7,489-99.5% | $6,410-99.4% | $11,426-99.7% |