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 5-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 | $20,460 | $106,543-80.8% | $91,220-77.6% | $134,475-84.8% |
| Participation rate | 30.0% | 76.8%-46.8pp | 73.2%-43.2pp | 81.2%-51.2pp |
| Annual return | -20.55% | 160.60%-181.1pp | 114.01%-134.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $576 | $3,331-82.7% | $2,850-79.8% | $4,740-87.9% |
| Participant deferral / active EE | $2,876 | $4,719-39.1% | $4,234-32.1% | $6,400-55.1% |
| Admin fee / account holder | $164 | $6,231-97.4% | $5,420-97.0% | $11,426-98.6% |