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 7-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 | $20,460 | $82,664-75.2% | $125,339-83.7% | $68,494-70.1% |
| Participation rate | 63.0% | 75.0%-12.1pp | 82.4%-19.4pp | 67.9%-4.9pp |
| Annual return | -15.21% | -5.97%-9.2pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,699 | $3,381-49.7% | $4,814-64.7% | $2,596-34.5% |
| Participant deferral / active EE | $3,573 | $6,110-41.5% | $7,446-52.0% | $4,027-11.3% |
| Admin fee / account holder | $137 | $6,275-97.8% | $10,010-98.6% | $5,403-97.5% |