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 | $14,710 | $84,402-82.6% | $61,373-76.0% | $134,475-89.1% |
| Participation rate | 40.0% | 62.2%-22.2pp | 52.6%-12.6pp | 81.2%-41.2pp |
| Annual return | -19.41% | 584.55%-604.0pp | 338.61%-358.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,048 | $1,544-32.2% | $1,159-9.6% | $4,740-77.9% |
| Participant deferral / active EE | $3,140 | $2,819+11.4% | $2,125+47.8% | $6,400-50.9% |
| Admin fee / account holder | $98 | $2,585-96.2% | $2,130-95.4% | $11,426-99.1% |