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 | $26,179 | $67,214-61.1% | $61,491-57.4% | $134,475-80.5% |
| Participation rate | 66.7% | 83.7%-17.0pp | 79.3%-12.7pp | 81.2%-14.6pp |
| Annual return | -17.70% | -12.08%-5.6pp | -12.98%-4.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,980 | $4,974-60.2% | $4,246-53.4% | $4,740-58.2% |
| Participant deferral / active EE | $3,180 | $6,103-47.9% | $5,188-38.7% | $6,400-50.3% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,426-100.0% |