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 9-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 | $42,812 | $167,307-74.4% | $143,757-70.2% | $134,475-68.2% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -18.02% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,820 | $5,619-67.6% | $4,951-63.2% | $4,740-61.6% |
| Participant deferral / active EE | $3,213 | $6,446-50.2% | $5,637-43.0% | $6,400-49.8% |
| Admin fee / account holder | $47 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |