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 4-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 | $25,688 | $100,754-74.5% | $86,677-70.4% | $134,475-80.9% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -13.79% | 29.04%-42.8pp | 35.91%-49.7pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,811 | $3,489-19.4% | $2,836-0.9% | $4,740-40.7% |
| Participant deferral / active EE | $5,440 | $5,338+1.9% | $4,656+16.8% | $6,400-15.0% |
| Admin fee / account holder | $117 | $10,926-98.9% | $7,493-98.4% | $11,426-99.0% |