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 4-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 | $22,274 | $105,860-79.0% | $90,749-75.5% | $134,475-83.4% |
| Participation rate | 38.5% | 78.2%-39.8pp | 75.7%-37.2pp | 81.2%-42.8pp |
| Annual return | -11.41% | -11.01%-0.4pp | -12.16%+0.8pp | 417.96%-429.4pp |
| Employer contribution / active EE | $2,730 | $3,462-21.1% | $2,921-6.5% | $4,740-42.4% |
| Participant deferral / active EE | $2,165 | $5,216-58.5% | $4,564-52.6% | $6,400-66.2% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |