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 7-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 | $91,735 | $133,958-31.5% | $112,228-18.3% | $134,475-31.8% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -19.30% | 47.11%-66.4pp | 27.45%-46.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,370 | $4,038-66.1% | $3,635-62.3% | $4,740-71.1% |
| Participant deferral / active EE | $6,423 | $5,291+21.4% | $4,728+35.9% | $6,400+0.4% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |