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 | $18,281 | $93,024-80.3% | $77,024-76.3% | $134,475-86.4% |
| Participation rate | 59.1% | 74.5%-15.4pp | 67.9%-8.8pp | 81.2%-22.1pp |
| Annual return | -20.67% | 62.60%-83.3pp | 42.32%-63.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,273 | $3,418-33.5% | $2,812-19.2% | $4,740-52.0% |
| Participant deferral / active EE | $4,932 | $5,238-5.8% | $4,426+11.4% | $6,400-22.9% |
| Admin fee / account holder | $142 | $6,944-98.0% | $5,425-97.4% | $11,426-98.8% |