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 | $37,066 | $92,703-60.0% | $82,719-55.2% | $134,475-72.4% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -20.29% | 944.92%-965.2pp | 701.18%-721.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $756 | $3,274-76.9% | $3,009-74.9% | $4,740-84.0% |
| Participant deferral / active EE | $1,797 | $4,802-62.6% | $4,395-59.1% | $6,400-71.9% |
| Admin fee / account holder | $163 | $5,983-97.3% | $5,329-96.9% | $11,426-98.6% |