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 | $13,203 | $92,703-85.8% | $82,719-84.0% | $134,475-90.2% |
| Participation rate | 63.2% | 75.2%-12.0pp | 72.6%-9.4pp | 81.2%-18.1pp |
| Annual return | -18.25% | 944.92%-963.2pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,047 | $3,274-68.0% | $3,009-65.2% | $4,740-77.9% |
| Participant deferral / active EE | $3,542 | $4,802-26.2% | $4,395-19.4% | $6,400-44.7% |
| Admin fee / account holder | $247 | $5,983-95.9% | $5,329-95.4% | $11,426-97.8% |