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 | $21,816 | $138,044-84.2% | $125,339-82.6% | $134,475-83.8% |
| Participation rate | 53.8% | 84.5%-30.6pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -16.07% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,142 | $5,243-59.1% | $4,814-55.5% | $4,740-54.8% |
| Participant deferral / active EE | $3,265 | $7,799-58.1% | $7,446-56.2% | $6,400-49.0% |
| Admin fee / account holder | $109 | $11,571-99.1% | $10,010-98.9% | $11,426-99.0% |