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 9-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 | $27,169 | $167,307-83.8% | $143,757-81.1% | $134,475-79.8% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -16.65% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,218 | $5,619-78.3% | $4,951-75.4% | $4,740-74.3% |
| Participant deferral / active EE | $2,986 | $6,446-53.7% | $5,637-47.0% | $6,400-53.3% |
| Admin fee / account holder | $262 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |