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 | $24,145 | $152,509-84.2% | $117,472-79.4% | $134,475-82.0% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -18.82% | 52.99%-71.8pp | 29.74%-48.6pp | 417.96%-436.8pp |
| Employer contribution / active EE | $641 | $5,571-88.5% | $4,176-84.7% | $4,740-86.5% |
| Participant deferral / active EE | $3,197 | $4,818-33.6% | $4,070-21.4% | $6,400-50.0% |
| Admin fee / account holder | $109 | $7,004-98.4% | $5,645-98.1% | $11,426-99.0% |