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 7-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 | $11,344 | $84,402-86.6% | $61,373-81.5% | $134,475-91.6% |
| Participation rate | 63.2% | 62.2%+1.0pp | 52.6%+10.6pp | 81.2%-18.1pp |
| Annual return | -13.88% | 584.55%-598.4pp | 338.61%-352.5pp | 417.96%-431.8pp |
| Employer contribution / active EE | $245 | $1,544-84.1% | $1,159-78.9% | $4,740-94.8% |
| Participant deferral / active EE | $2,842 | $2,819+0.8% | $2,125+33.8% | $6,400-55.6% |
| Admin fee / account holder | $18 | $2,585-99.3% | $2,130-99.1% | $11,426-99.8% |