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 | $21,165 | $138,044-84.7% | $125,339-83.1% | $134,475-84.3% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -20.50% | 750.33%-770.8pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,396 | $5,243-73.4% | $4,814-71.0% | $4,740-70.5% |
| Participant deferral / active EE | $6,095 | $7,799-21.8% | $7,446-18.1% | $6,400-4.8% |
| Admin fee / account holder | $125 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |