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 | $71,363 | $71,883-0.7% | $86,677-17.7% | $68,494+4.2% |
| Participation rate | 46.2% | 72.2%-26.1pp | 76.6%-30.4pp | 67.9%-21.7pp |
| Annual return | -16.22% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,929 | $3,779+30.4% | $4,656+5.9% | $4,027+22.4% |
| Admin fee / account holder | $10 | $6,112-99.8% | $7,493-99.9% | $5,403-99.8% |