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 8-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 | $21,345 | $142,344-85.0% | $119,609-82.2% | $134,475-84.1% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -16.02% | -12.44%-3.6pp | -14.97%-1.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,107 | $5,222-59.7% | $4,232-50.2% | $4,740-55.6% |
| Participant deferral / active EE | $4,264 | $6,469-34.1% | $5,602-23.9% | $6,400-33.4% |
| Admin fee / account holder | $68 | $13,584-99.5% | $10,323-99.3% | $11,426-99.4% |