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 | $20,953 | $105,860-80.2% | $90,749-76.9% | $134,475-84.4% |
| Participation rate | 54.5% | 78.2%-23.7pp | 75.7%-21.1pp | 81.2%-26.7pp |
| Annual return | -8.93% | -11.01%+2.1pp | -12.16%+3.2pp | 417.96%-426.9pp |
| Employer contribution / active EE | $5,173 | $3,462+49.4% | $2,921+77.1% | $4,740+9.1% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |