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 9-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 | $142,194 | $90,600+56.9% | $79,464+78.9% | $135,375+5.0% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -0.68% | 977.43%-978.1pp | 718.14%-718.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $782 | $3,068-74.5% | $2,800-72.1% | $4,779-83.6% |
| Participant deferral / active EE | $973 | $4,050-76.0% | $3,704-73.7% | $5,609-82.7% |
| Admin fee / account holder | $15 | $5,907-99.7% | $5,113-99.7% | $10,827-99.9% |