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 9-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 | $28,451 | $95,193-70.1% | $76,523-62.8% | $135,375-79.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -7.44% | 4.85%-12.3pp | -0.27%-7.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $635 | $3,302-80.8% | $2,647-76.0% | $4,779-86.7% |
| Participant deferral / active EE | $1,627 | $4,639-64.9% | $3,835-57.6% | $5,609-71.0% |
| Admin fee / account holder | $268 | $6,249-95.7% | $4,848-94.5% | $10,827-97.5% |