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 | $28,047 | $27,641+1.5% | $61,373-54.3% | $68,494-59.1% |
| Participation rate | 36.0% | 39.5%-3.5pp | 52.6%-16.6pp | 67.9%-31.9pp |
| Annual return | -19.77% | -13.24%-6.5pp | 338.61%-358.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,305 | $1,263+3.3% | $2,125-38.6% | $4,027-67.6% |
| Admin fee / account holder | $272 | $2,010-86.5% | $2,130-87.2% | $5,403-95.0% |