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 | $18,789 | $133,958-86.0% | $112,228-83.3% | $134,475-86.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -16.39% | 47.11%-63.5pp | 27.45%-43.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,915 | $4,038-52.6% | $3,635-47.3% | $4,740-59.6% |
| Participant deferral / active EE | $2,394 | $5,291-54.8% | $4,728-49.4% | $6,400-62.6% |
| Admin fee / account holder | $265 | $7,489-96.5% | $6,410-95.9% | $11,426-97.7% |