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 | $37,206 | $93,024-60.0% | $77,024-51.7% | $134,475-72.3% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -19.48% | 62.60%-82.1pp | 42.32%-61.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $507 | $3,418-85.2% | $2,812-82.0% | $4,740-89.3% |
| Participant deferral / active EE | $5,226 | $5,238-0.2% | $4,426+18.1% | $6,400-18.3% |
| Admin fee / account holder | $154 | $6,944-97.8% | $5,425-97.2% | $11,426-98.7% |