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 7-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 | $61,336 | $167,307-63.3% | $143,757-57.3% | $134,475-54.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -18.32% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,713 | $5,619-51.7% | $4,951-45.2% | $4,740-42.8% |
| Participant deferral / active EE | $7,352 | $6,446+14.1% | $5,637+30.4% | $6,400+14.9% |
| Admin fee / account holder | $130 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |