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 | $57,874 | $45,863+26.2% | $77,024-24.9% | $68,494-15.5% |
| Participation rate | 26.8% | 55.9%-29.1pp | 67.9%-41.1pp | 67.9%-41.1pp |
| Annual return | -17.34% | 1.72%-19.1pp | 42.32%-59.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $601 | $1,650-63.6% | $2,812-78.6% | $2,596-76.9% |
| Participant deferral / active EE | $1,732 | $2,962-41.5% | $4,426-60.9% | $4,027-57.0% |
| Admin fee / account holder | $28 | $3,041-99.1% | $5,425-99.5% | $5,403-99.5% |