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 | $15,517 | $190,805-91.9% | $159,960-90.3% | $134,475-88.5% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -20.16% | 552.23%-572.4pp | 408.60%-428.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,231 | $4,995-75.4% | $4,226-70.9% | $4,740-74.0% |
| Participant deferral / active EE | $2,210 | $6,923-68.1% | $6,182-64.3% | $6,400-65.5% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |