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 10-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 | $36,926 | $95,862-61.5% | $79,550-53.6% | $134,475-72.5% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -15.35% | -2.69%-12.7pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,535 | $3,128-19.0% | $2,413+5.0% | $4,740-46.5% |
| Participant deferral / active EE | $4,527 | $4,693-3.5% | $3,985+13.6% | $6,400-29.3% |
| Admin fee / account holder | $15 | $9,126-99.8% | $6,832-99.8% | $11,426-99.9% |