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 | $34,220 | $27,641+23.8% | $61,373-44.2% | $68,494-50.0% |
| Participation rate | 46.1% | 39.5%+6.6pp | 52.6%-6.5pp | 67.9%-21.8pp |
| Annual return | -15.88% | -13.24%-2.6pp | 338.61%-354.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,373 | $695+97.4% | $1,159+18.4% | $2,596-47.1% |
| Participant deferral / active EE | $2,689 | $1,263+112.9% | $2,125+26.6% | $4,027-33.2% |
| Admin fee / account holder | $291 | $2,010-85.5% | $2,130-86.4% | $5,403-94.6% |