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 5-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 | $49,593 | $133,958-63.0% | $112,228-55.8% | $134,475-63.1% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -8.45% | 47.11%-55.6pp | 27.45%-35.9pp | 417.96%-426.4pp |
| Employer contribution / active EE | $2,000 | $4,038-50.5% | $3,635-45.0% | $4,740-57.8% |
| Participant deferral / active EE | $5,125 | $5,291-3.1% | $4,728+8.4% | $6,400-19.9% |
| Admin fee / account holder | $119 | $7,489-98.4% | $6,410-98.1% | $11,426-99.0% |