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 | $30,584 | $95,862-68.1% | $79,550-61.6% | $134,475-77.3% |
| Participation rate | 68.4% | 75.0%-6.6pp | 69.5%-1.1pp | 81.2%-12.8pp |
| Annual return | -19.75% | -2.69%-17.1pp | 0.16%-19.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,790 | $3,128-42.8% | $2,413-25.8% | $4,740-62.2% |
| Participant deferral / active EE | $5,922 | $4,693+26.2% | $3,985+48.6% | $6,400-7.5% |
| Admin fee / account holder | $51 | $9,126-99.4% | $6,832-99.3% | $11,426-99.6% |