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 8-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 | $9,860 | $54,350-81.9% | $82,719-88.1% | $68,494-85.6% |
| Participation rate | 48.0% | 63.9%-15.9pp | 72.6%-24.6pp | 67.9%-19.9pp |
| Annual return | -9.70% | -13.67%+4.0pp | 701.18%-710.9pp | -7.84%-1.9pp |
| Employer contribution / active EE | $685 | $2,218-69.1% | $3,009-77.2% | $2,596-73.6% |
| Participant deferral / active EE | $942 | $3,246-71.0% | $4,395-78.6% | $4,027-76.6% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |