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 5-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 | $70,935 | $167,484-57.6% | $151,611-53.2% | $134,475-47.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -20.50% | 7.80%-28.3pp | 3.33%-23.8pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,708 | $6,829-60.3% | $6,166-56.1% | $4,740-42.9% |
| Participant deferral / active EE | $11,595 | $8,986+29.0% | $8,363+38.6% | $6,400+81.2% |
| Admin fee / account holder | $62 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |