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 | $22,818 | $107,791-78.8% | $90,645-74.8% | $135,375-83.1% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -6.08% | -0.90%-5.2pp | 1.88%-8.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,251 | $3,018-58.5% | $2,532-50.6% | $4,779-73.8% |
| Participant deferral / active EE | $2,707 | $3,872-30.1% | $3,425-21.0% | $5,609-51.7% |
| Admin fee / account holder | $50 | $5,930-99.2% | $4,994-99.0% | $10,827-99.5% |