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 | $56,047 | $57,354-2.3% | $83,848-33.2% | $64,186-12.7% |
| Participation rate | 11.9% | 68.6%-56.7pp | 76.1%-64.3pp | 69.6%-57.7pp |
| Annual return | -4.74% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,976 | $2,993-34.0% | $4,082-51.6% | $3,470-43.0% |
| Admin fee / account holder | $296 | $4,046-92.7% | $5,478-94.6% | $4,888-93.9% |