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 | $59,802 | $190,805-68.7% | $159,960-62.6% | $134,475-55.5% |
| Participation rate | 33.3% | 81.9%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -17.56% | 552.23%-569.8pp | 408.60%-426.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,908 | $4,995-61.8% | $4,226-54.8% | $4,740-59.7% |
| Participant deferral / active EE | $4,253 | $6,923-38.6% | $6,182-31.2% | $6,400-33.5% |
| Admin fee / account holder | $103 | $10,471-99.0% | $8,698-98.8% | $11,426-99.1% |