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 6-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 | $21,818 | $95,862-77.2% | $79,550-72.6% | $134,475-83.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -16.32% | -2.69%-13.6pp | 0.16%-16.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $732 | $3,128-76.6% | $2,413-69.7% | $4,740-84.6% |
| Participant deferral / active EE | $1,849 | $4,693-60.6% | $3,985-53.6% | $6,400-71.1% |
| Admin fee / account holder | $151 | $9,126-98.3% | $6,832-97.8% | $11,426-98.7% |