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 | $20,502 | $84,402-75.7% | $61,373-66.6% | $134,475-84.8% |
| Participation rate | 45.8% | 62.2%-16.4pp | 52.6%-6.7pp | 81.2%-35.4pp |
| Annual return | -16.48% | 584.55%-601.0pp | 338.61%-355.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $558 | $1,544-63.8% | $1,159-51.8% | $4,740-88.2% |
| Participant deferral / active EE | $1,112 | $2,819-60.6% | $2,125-47.7% | $6,400-82.6% |
| Admin fee / account holder | $3 | $2,585-99.9% | $2,130-99.9% | $11,426-100.0% |