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 | $33,739 | $92,703-63.6% | $82,719-59.2% | $134,475-74.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -17.36% | 944.92%-962.3pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $777 | $3,274-76.3% | $3,009-74.2% | $4,740-83.6% |
| Participant deferral / active EE | $1,929 | $4,802-59.8% | $4,395-56.1% | $6,400-69.9% |
| Admin fee / account holder | $24 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |