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 | $14,132 | $27,641-48.9% | $61,373-77.0% | $68,494-79.4% |
| Participation rate | 44.4% | 39.5%+5.0pp | 52.6%-8.1pp | 67.9%-23.4pp |
| Annual return | -17.95% | -13.24%-4.7pp | 338.61%-356.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $876 | $695+26.0% | $1,159-24.4% | $2,596-66.3% |
| Participant deferral / active EE | $1,924 | $1,263+52.3% | $2,125-9.5% | $4,027-52.2% |
| Admin fee / account holder | $164 | $2,010-91.9% | $2,130-92.3% | $5,403-97.0% |