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 | $38,699 | $95,971-59.7% | $74,550-48.1% | $135,375-71.4% |
| Participation rate | 26.3% | 75.7%-49.3pp | 69.1%-42.8pp | 82.6%-56.3pp |
| Annual return | -3.10% | 56.96%-60.1pp | 32.53%-35.6pp | 519.73%-522.8pp |
| Employer contribution / active EE | $778 | $2,716-71.3% | $1,961-60.3% | $4,779-83.7% |
| Participant deferral / active EE | $2,496 | $3,843-35.1% | $3,108-19.7% | $5,609-55.5% |
| Admin fee / account holder | $177 | $6,522-97.3% | $5,060-96.5% | $10,827-98.4% |