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 | $40,568 | $56,357-28.0% | $104,294-61.1% | $68,494-40.8% |
| Participation rate | 57.7% | 63.3%-5.5pp | 73.3%-15.5pp | 67.9%-10.1pp |
| Annual return | -19.06% | -9.19%-9.9pp | 24.61%-43.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,693 | $1,960+37.4% | $3,372-20.1% | $2,596+3.7% |
| Participant deferral / active EE | $3,448 | $3,077+12.1% | $4,625-25.4% | $4,027-14.4% |
| Admin fee / account holder | $0 | $4,903-100.0% | $7,339-100.0% | $5,403-100.0% |