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 | $16,649 | $42,894-61.2% | $60,874-72.6% | $68,494-75.7% |
| Participation rate | 64.7% | 66.8%-2.1pp | 73.1%-8.4pp | 67.9%-3.2pp |
| Annual return | -15.77% | -13.98%-1.8pp | 16.90%-32.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,259 | $2,867+48.6% | $3,817+11.6% | $4,027+5.8% |
| Admin fee / account holder | $3 | $3,101-99.9% | $3,224-99.9% | $5,403-99.9% |