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 | $97,871 | $93,024+5.2% | $77,024+27.1% | $134,475-27.2% |
| Participation rate | 46.2% | 74.5%-28.3pp | 67.9%-21.8pp | 81.2%-35.1pp |
| Annual return | -19.03% | 62.60%-81.6pp | 42.32%-61.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,812 | $3,418-47.0% | $2,812-35.6% | $4,740-61.8% |
| Participant deferral / active EE | $6,646 | $5,238+26.9% | $4,426+50.1% | $6,400+3.9% |
| Admin fee / account holder | $246 | $6,944-96.5% | $5,425-95.5% | $11,426-97.8% |