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 | $65,069 | $167,307-61.1% | $143,757-54.7% | $134,475-51.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.86% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,428 | $5,619-56.8% | $4,951-51.0% | $4,740-48.8% |
| Participant deferral / active EE | $7,298 | $6,446+13.2% | $5,637+29.5% | $6,400+14.0% |
| Admin fee / account holder | -$81 | $18,088-100.4% | $14,673-100.6% | $11,426-100.7% |