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 7-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 | $15,301 | $27,641-44.6% | $61,373-75.1% | $68,494-77.7% |
| Participation rate | 14.6% | 39.5%-24.9pp | 52.6%-37.9pp | 67.9%-53.3pp |
| Annual return | -18.67% | -13.24%-5.4pp | 338.61%-357.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $344 | $695-50.6% | $1,159-70.4% | $2,596-86.8% |
| Participant deferral / active EE | $426 | $1,263-66.2% | $2,125-79.9% | $4,027-89.4% |
| Admin fee / account holder | $71 | $2,010-96.5% | $2,130-96.7% | $5,403-98.7% |