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 10-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 | $53,128 | $87,705-39.4% | $63,517-16.4% | $125,391-57.6% |
| Participation rate | 50.0% | 77.0%-27.0pp | 71.0%-21.0pp | 83.2%-33.2pp |
| Annual return | -1.68% | 21.70%-23.4pp | -70.30%+68.6pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,213 | $3,601-66.3% | $2,322-47.8% | $4,866-75.1% |
| Participant deferral / active EE | $4,026 | $3,939+2.2% | $2,953+36.3% | $5,352-24.8% |
| Admin fee / account holder | $30 | $11,948-99.7% | $5,892-99.5% | $9,540-99.7% |