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 | $20,930 | $152,509-86.3% | $117,472-82.2% | $134,475-84.4% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -18.69% | 52.99%-71.7pp | 29.74%-48.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,346 | $5,571-75.8% | $4,176-67.8% | $4,740-71.6% |
| Participant deferral / active EE | $4,535 | $4,818-5.9% | $4,070+11.4% | $6,400-29.1% |
| Admin fee / account holder | $29 | $7,004-99.6% | $5,645-99.5% | $11,426-99.7% |