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 5-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 | $52,458 | $167,484-68.7% | $151,611-65.4% | $134,475-61.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -13.47% | 7.80%-21.3pp | 3.33%-16.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,581 | $6,829-62.2% | $6,166-58.1% | $4,740-45.5% |
| Participant deferral / active EE | $9,503 | $8,986+5.8% | $8,363+13.6% | $6,400+48.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |