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 | $60,904 | $133,958-54.5% | $112,228-45.7% | $134,475-54.7% |
| Participation rate | 43.5% | 78.6%-35.1pp | 75.1%-31.6pp | 81.2%-37.7pp |
| Annual return | -18.68% | 47.11%-65.8pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,405 | $4,038-65.2% | $3,635-61.3% | $4,740-70.4% |
| Participant deferral / active EE | $2,882 | $5,291-45.5% | $4,728-39.1% | $6,400-55.0% |
| Admin fee / account holder | $65 | $7,489-99.1% | $6,410-99.0% | $11,426-99.4% |