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 6-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 | $87,442 | $84,402+3.6% | $61,373+42.5% | $134,475-35.0% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -3.30% | 584.55%-587.8pp | 338.61%-341.9pp | 417.96%-421.3pp |
| Employer contribution / active EE | $1,276 | $1,544-17.4% | $1,159+10.0% | $4,740-73.1% |
| Participant deferral / active EE | $3,190 | $2,819+13.2% | $2,125+50.1% | $6,400-50.2% |
| Admin fee / account holder | $29 | $2,585-98.9% | $2,130-98.7% | $11,426-99.7% |