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 | $87,390 | $133,958-34.8% | $112,228-22.1% | $134,475-35.0% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -17.91% | 47.11%-65.0pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,117 | $4,038-72.3% | $3,635-69.3% | $4,740-76.4% |
| Participant deferral / active EE | $3,142 | $5,291-40.6% | $4,728-33.5% | $6,400-50.9% |
| Admin fee / account holder | $161 | $7,489-97.9% | $6,410-97.5% | $11,426-98.6% |