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 | $60,051 | $95,862-37.4% | $79,550-24.5% | $134,475-55.3% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -19.56% | -2.69%-16.9pp | 0.16%-19.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,636 | $3,128-47.7% | $2,413-32.2% | $4,740-65.5% |
| Participant deferral / active EE | $1,975 | $4,693-57.9% | $3,985-50.5% | $6,400-69.1% |
| Admin fee / account holder | $55 | $9,126-99.4% | $6,832-99.2% | $11,426-99.5% |