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 7-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 | $86,379 | $129,942-33.5% | $104,294-17.2% | $134,475-35.8% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -20.19% | 42.03%-62.2pp | 24.61%-44.8pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,125 | $4,184-49.2% | $3,372-37.0% | $4,740-55.2% |
| Participant deferral / active EE | $4,307 | $5,588-22.9% | $4,625-6.9% | $6,400-32.7% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |