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 8-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 | $29,322 | $92,222-68.2% | $76,768-61.8% | $135,375-78.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -6.91% | 5.46%-12.4pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,887 | $3,216-41.3% | $2,485-24.1% | $4,779-60.5% |
| Participant deferral / active EE | $9,097 | $4,509+101.8% | $3,852+136.2% | $5,609+62.2% |
| Admin fee / account holder | $44 | $10,748-99.6% | $6,675-99.3% | $10,827-99.6% |