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 6-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 | $24,294 | $92,703-73.8% | $82,719-70.6% | $134,475-81.9% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -13.82% | 944.92%-958.7pp | 701.18%-715.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,414 | $3,274-26.3% | $3,009-19.8% | $4,740-49.1% |
| Participant deferral / active EE | $6,052 | $4,802+26.0% | $4,395+37.7% | $6,400-5.4% |
| Admin fee / account holder | $21 | $5,983-99.6% | $5,329-99.6% | $11,426-99.8% |