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 | $46,039 | $93,024-50.5% | $77,024-40.2% | $134,475-65.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -19.62% | 62.60%-82.2pp | 42.32%-61.9pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,349 | $3,418-31.3% | $2,812-16.5% | $4,740-50.4% |
| Participant deferral / active EE | $11,820 | $5,238+125.7% | $4,426+167.0% | $6,400+84.7% |
| Admin fee / account holder | $88 | $6,944-98.7% | $5,425-98.4% | $11,426-99.2% |