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 8-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 | $60,683 | $100,754-39.8% | $86,677-30.0% | $134,475-54.9% |
| Participation rate | 53.3% | 78.9%-25.6pp | 76.6%-23.2pp | 81.2%-27.9pp |
| Annual return | -17.46% | 29.04%-46.5pp | 35.91%-53.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,391 | $3,489-60.1% | $2,836-51.0% | $4,740-70.7% |
| Participant deferral / active EE | $3,329 | $5,338-37.6% | $4,656-28.5% | $6,400-48.0% |
| Admin fee / account holder | $266 | $10,926-97.6% | $7,493-96.5% | $11,426-97.7% |