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 | $20,224 | $167,307-87.9% | $143,757-85.9% | $134,475-85.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -17.70% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,202 | $5,619-78.6% | $4,951-75.7% | $4,740-74.6% |
| Participant deferral / active EE | $2,367 | $6,446-63.3% | $5,637-58.0% | $6,400-63.0% |
| Admin fee / account holder | $205 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |