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 | $15,069 | $75,935-80.2% | $60,547-75.1% | $125,391-88.0% |
| Participation rate | 43.5% | 76.5%-33.1pp | 68.0%-24.5pp | 83.2%-39.7pp |
| Annual return | 0.00% | -5.38%+5.4pp | 335.64%-335.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,234 | $3,438-35.0% | $2,419-7.6% | $4,866-54.1% |
| Participant deferral / active EE | $4,427 | $4,506-1.8% | $3,328+33.0% | $5,352-17.3% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |