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 5-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 | $28,389 | $82,286-65.5% | $68,791-58.7% | $134,475-78.9% |
| Participation rate | 65.0% | 75.1%-10.1pp | 69.0%-4.0pp | 81.2%-16.2pp |
| Annual return | -12.74% | -2.19%-10.5pp | -6.38%-6.4pp | 417.96%-430.7pp |
| Employer contribution / active EE | $7,132 | $3,301+116.1% | $2,655+168.6% | $4,740+50.5% |
| Participant deferral / active EE | $6,582 | $4,739+38.9% | $3,941+67.0% | $6,400+2.9% |
| Admin fee / account holder | $115 | $6,481-98.2% | $4,932-97.7% | $11,426-99.0% |