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 | $41,150 | $142,344-71.1% | $119,609-65.6% | $134,475-69.4% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -16.74% | -12.44%-4.3pp | -14.97%-1.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,283 | $5,222-75.4% | $4,232-69.7% | $4,740-72.9% |
| Participant deferral / active EE | $3,865 | $6,469-40.3% | $5,602-31.0% | $6,400-39.6% |
| Admin fee / account holder | $243 | $13,584-98.2% | $10,323-97.6% | $11,426-97.9% |