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 | $50,987 | $82,664-38.3% | $125,339-59.3% | $68,494-25.6% |
| Participation rate | 38.7% | 75.0%-36.3pp | 82.4%-43.7pp | 67.9%-29.2pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,562 | $3,381-53.8% | $4,814-67.6% | $2,596-39.8% |
| Participant deferral / active EE | $3,566 | $6,110-41.6% | $7,446-52.1% | $4,027-11.4% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |