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 | $66,117 | $133,958-50.6% | $112,228-41.1% | $134,475-50.8% |
| Participation rate | 40.9% | 78.6%-37.6pp | 75.1%-34.2pp | 81.2%-40.3pp |
| Annual return | -2.93% | 47.11%-50.0pp | 27.45%-30.4pp | 417.96%-420.9pp |
| Employer contribution / active EE | $2,056 | $4,038-49.1% | $3,635-43.4% | $4,740-56.6% |
| Participant deferral / active EE | $4,960 | $5,291-6.2% | $4,728+4.9% | $6,400-22.5% |
| Admin fee / account holder | $241 | $7,489-96.8% | $6,410-96.2% | $11,426-97.9% |