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 | $21,810 | $82,664-73.6% | $125,339-82.6% | $68,494-68.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -7.14% | -5.97%-1.2pp | 572.05%-579.2pp | -7.84%+0.7pp |
| Employer contribution / active EE | $2,993 | $3,381-11.5% | $4,814-37.8% | $2,596+15.3% |
| Participant deferral / active EE | $2,997 | $6,110-51.0% | $7,446-59.8% | $4,027-25.6% |
| Admin fee / account holder | $189 | $6,275-97.0% | $10,010-98.1% | $5,403-96.5% |