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 | $25,448 | $82,286-69.1% | $68,791-63.0% | $134,475-81.1% |
| Participation rate | 35.3% | 75.1%-39.8pp | 69.0%-33.7pp | 81.2%-45.9pp |
| Annual return | -18.90% | -2.19%-16.7pp | -6.38%-12.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $817 | $3,301-75.3% | $2,655-69.2% | $4,740-82.8% |
| Participant deferral / active EE | $1,929 | $4,739-59.3% | $3,941-51.1% | $6,400-69.9% |
| Admin fee / account holder | $58 | $6,481-99.1% | $4,932-98.8% | $11,426-99.5% |