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 | $18,146 | $54,350-66.6% | $82,719-78.1% | $68,494-73.5% |
| Participation rate | 24.0% | 63.9%-39.9pp | 72.6%-48.6pp | 67.9%-43.9pp |
| Annual return | -17.70% | -13.67%-4.0pp | 701.18%-718.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $301 | $2,218-86.4% | $3,009-90.0% | $2,596-88.4% |
| Participant deferral / active EE | $1,240 | $3,246-61.8% | $4,395-71.8% | $4,027-69.2% |
| Admin fee / account holder | $249 | $4,395-94.3% | $5,329-95.3% | $5,403-95.4% |