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 | $25,199 | $167,307-84.9% | $143,757-82.5% | $134,475-81.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -17.52% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $6,043 | $5,619+7.5% | $4,951+22.1% | $4,740+27.5% |
| Participant deferral / active EE | $4,923 | $6,446-23.6% | $5,637-12.7% | $6,400-23.1% |
| Admin fee / account holder | $130 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |