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 | $40,237 | $93,024-56.7% | $77,024-47.8% | $134,475-70.1% |
| Participation rate | 54.5% | 74.5%-19.9pp | 67.9%-13.4pp | 81.2%-26.7pp |
| Annual return | -20.21% | 62.60%-82.8pp | 42.32%-62.5pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,069 | $3,418-68.7% | $2,812-62.0% | $4,740-77.5% |
| Participant deferral / active EE | $2,026 | $5,238-61.3% | $4,426-54.2% | $6,400-68.3% |
| Admin fee / account holder | $8 | $6,944-99.9% | $5,425-99.9% | $11,426-99.9% |