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 6-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 | $87,525 | $133,958-34.7% | $112,228-22.0% | $134,475-34.9% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -15.62% | 47.11%-62.7pp | 27.45%-43.1pp | 417.96%-433.6pp |
| Employer contribution / active EE | $934 | $4,038-76.9% | $3,635-74.3% | $4,740-80.3% |
| Participant deferral / active EE | $4,529 | $5,291-14.4% | $4,728-4.2% | $6,400-29.2% |
| Admin fee / account holder | $40 | $7,489-99.5% | $6,410-99.4% | $11,426-99.6% |