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 | $17,305 | $44,850-61.4% | $60,547-71.4% | $59,632-71.0% |
| Participation rate | 53.8% | 59.5%-5.6pp | 68.0%-14.1pp | 68.7%-14.8pp |
| Annual return | -1.12% | 1074.14%-1075.3pp | 335.64%-336.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $322 | $1,462-78.0% | $2,419-86.7% | $2,203-85.4% |
| Participant deferral / active EE | $1,809 | $2,230-18.9% | $3,328-45.7% | $3,192-43.3% |
| Admin fee / account holder | $119 | $3,635-96.7% | $4,536-97.4% | $4,297-97.2% |