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 | $72,003 | $84,402-14.7% | $61,373+17.3% | $134,475-46.5% |
| Participation rate | 11.1% | 62.2%-51.1pp | 52.6%-41.5pp | 81.2%-70.1pp |
| Annual return | -16.00% | 584.55%-600.5pp | 338.61%-354.6pp | 417.96%-434.0pp |
| Employer contribution / active EE | $537 | $1,544-65.2% | $1,159-53.7% | $4,740-88.7% |
| Participant deferral / active EE | $671 | $2,819-76.2% | $2,125-68.4% | $6,400-89.5% |
| Admin fee / account holder | $35 | $2,585-98.6% | $2,130-98.4% | $11,426-99.7% |