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 | $41,358 | $138,044-70.0% | $125,339-67.0% | $134,475-69.2% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -18.01% | 750.33%-768.3pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,107 | $5,243-78.9% | $4,814-77.0% | $4,740-76.6% |
| Participant deferral / active EE | $4,321 | $7,799-44.6% | $7,446-42.0% | $6,400-32.5% |
| Admin fee / account holder | $192 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |