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 | $53,866 | $133,958-59.8% | $112,228-52.0% | $134,475-59.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -12.51% | 47.11%-59.6pp | 27.45%-40.0pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,494 | $4,038-63.0% | $3,635-58.9% | $4,740-68.5% |
| Participant deferral / active EE | $2,813 | $5,291-46.8% | $4,728-40.5% | $6,400-56.1% |
| Admin fee / account holder | $258 | $7,489-96.6% | $6,410-96.0% | $11,426-97.7% |