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 6-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 | $46,304 | $90,519-48.8% | $93,789-50.6% | $134,475-65.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 81.0%-14.3pp | 81.2%-14.6pp |
| Annual return | -15.60% | -15.72%+0.1pp | -11.33%-4.3pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,524 | $4,343-41.9% | $4,323-41.6% | $4,740-46.7% |
| Participant deferral / active EE | $9,074 | $5,978+51.8% | $6,094+48.9% | $6,400+41.8% |
| Admin fee / account holder | $20 | $9,252-99.8% | $7,195-99.7% | $11,426-99.8% |