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 | $28,636 | $82,664-65.4% | $125,339-77.2% | $68,494-58.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -16.03% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,071 | $3,381-38.7% | $4,814-57.0% | $2,596-20.2% |
| Participant deferral / active EE | $3,951 | $6,110-35.3% | $7,446-46.9% | $4,027-1.9% |
| Admin fee / account holder | $19 | $6,275-99.7% | $10,010-99.8% | $5,403-99.6% |