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 10-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 | $13,107 | $90,600-85.5% | $79,464-83.5% | $135,375-90.3% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -5.82% | 977.43%-983.3pp | 718.14%-724.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $578 | $3,068-81.2% | $2,800-79.4% | $4,779-87.9% |
| Participant deferral / active EE | $896 | $4,050-77.9% | $3,704-75.8% | $5,609-84.0% |
| Admin fee / account holder | $23 | $5,907-99.6% | $5,113-99.6% | $10,827-99.8% |