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 | $5,455 | $82,286-93.4% | $68,791-92.1% | $134,475-95.9% |
| Participation rate | 44.4% | 75.1%-30.6pp | 69.0%-24.6pp | 81.2%-36.8pp |
| Annual return | -5.04% | -2.19%-2.8pp | -6.38%+1.3pp | 417.96%-423.0pp |
| Employer contribution / active EE | $1,112 | $3,301-66.3% | $2,655-58.1% | $4,740-76.5% |
| Participant deferral / active EE | $2,544 | $4,739-46.3% | $3,941-35.4% | $6,400-60.2% |
| Admin fee / account holder | $1 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |