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 | $12,871 | $92,703-86.1% | $82,719-84.4% | $134,475-90.4% |
| Participation rate | 56.3% | 75.2%-18.9pp | 72.6%-16.3pp | 81.2%-25.0pp |
| Annual return | -16.63% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,819 | $4,802-62.1% | $4,395-58.6% | $6,400-71.6% |
| Admin fee / account holder | $142 | $5,983-97.6% | $5,329-97.3% | $11,426-98.8% |