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 9-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 | $20,251 | $140,578-85.6% | $100,671-79.9% | $125,391-83.8% |
| Participation rate | 16.7% | 80.4%-63.7pp | 70.7%-54.0pp | 83.2%-66.5pp |
| Annual return | -1.46% | 24.67%-26.1pp | 20.43%-21.9pp | 282.22%-283.7pp |
| Employer contribution / active EE | $597 | $5,965-90.0% | $4,012-85.1% | $4,866-87.7% |
| Participant deferral / active EE | $972 | $3,981-75.6% | $3,144-69.1% | $5,352-81.8% |
| Admin fee / account holder | $33 | $6,716-99.5% | $4,850-99.3% | $9,540-99.7% |