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 9-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 | $22,661 | $54,350-58.3% | $82,719-72.6% | $68,494-66.9% |
| Participation rate | 42.4% | 63.9%-21.5pp | 72.6%-30.1pp | 67.9%-25.5pp |
| Annual return | -19.27% | -13.67%-5.6pp | 701.18%-720.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $783 | $2,218-64.7% | $3,009-74.0% | $2,596-69.8% |
| Participant deferral / active EE | $1,068 | $3,246-67.1% | $4,395-75.7% | $4,027-73.5% |
| Admin fee / account holder | $168 | $4,395-96.2% | $5,329-96.8% | $5,403-96.9% |