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 4-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 | $16,977 | $84,402-79.9% | $61,373-72.3% | $134,475-87.4% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -15.47% | 584.55%-600.0pp | 338.61%-354.1pp | 417.96%-433.4pp |
| Employer contribution / active EE | $933 | $1,544-39.6% | $1,159-19.5% | $4,740-80.3% |
| Participant deferral / active EE | $2,125 | $2,819-24.6% | $2,1250% | $6,400-66.8% |
| Admin fee / account holder | $180 | $2,585-93.1% | $2,130-91.6% | $11,426-98.4% |