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 | $49,333 | $167,484-70.5% | $151,611-67.5% | $134,475-63.3% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.5%-31.9pp | 81.2%-25.7pp |
| Annual return | -16.87% | 7.80%-24.7pp | 3.33%-20.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,776 | $6,829-74.0% | $6,166-71.2% | $4,740-62.5% |
| Participant deferral / active EE | $4,674 | $8,986-48.0% | $8,363-44.1% | $6,400-27.0% |
| Admin fee / account holder | $19 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |