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 | $35,884 | $92,703-61.3% | $82,719-56.6% | $134,475-73.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -16.42% | 944.92%-961.3pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $588 | $3,274-82.0% | $3,009-80.5% | $4,740-87.6% |
| Participant deferral / active EE | $1,177 | $4,802-75.5% | $4,395-73.2% | $6,400-81.6% |
| Admin fee / account holder | $286 | $5,983-95.2% | $5,329-94.6% | $11,426-97.5% |