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 | $10,512 | $106,543-90.1% | $91,220-88.5% | $134,475-92.2% |
| Participation rate | 53.8% | 76.8%-23.0pp | 73.2%-19.4pp | 81.2%-27.4pp |
| Annual return | -17.58% | 160.60%-178.2pp | 114.01%-131.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,357 | $3,331-59.3% | $2,850-52.4% | $4,740-71.4% |
| Participant deferral / active EE | $2,845 | $4,719-39.7% | $4,234-32.8% | $6,400-55.6% |
| Admin fee / account holder | $298 | $6,231-95.2% | $5,420-94.5% | $11,426-97.4% |