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 | $22,319 | $95,862-76.7% | $79,550-71.9% | $134,475-83.4% |
| Participation rate | 64.3% | 75.0%-10.7pp | 69.5%-5.2pp | 81.2%-16.9pp |
| Annual return | -16.62% | -2.69%-13.9pp | 0.16%-16.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $678 | $3,128-78.3% | $2,413-71.9% | $4,740-85.7% |
| Participant deferral / active EE | $1,790 | $4,693-61.9% | $3,985-55.1% | $6,400-72.0% |
| Admin fee / account holder | $16 | $9,126-99.8% | $6,832-99.8% | $11,426-99.9% |