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 | $15,154 | $104,106-85.4% | $71,086-78.7% | $135,375-88.8% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | -9.44% | 1256.30%-1265.7pp | 650.59%-660.0pp | 519.73%-529.2pp |
| Employer contribution / active EE | $871 | $1,485-41.4% | $1,088-19.9% | $4,779-81.8% |
| Participant deferral / active EE | $2,045 | $2,527-19.1% | $1,874+9.1% | $5,609-63.5% |
| Admin fee / account holder | $22 | $4,142-99.5% | $3,082-99.3% | $10,827-99.8% |