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 8-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 | $54,753 | $27,641+98.1% | $61,373-10.8% | $68,494-20.1% |
| Participation rate | 8.1% | 39.5%-31.4pp | 52.6%-44.5pp | 67.9%-59.8pp |
| Annual return | -18.78% | -13.24%-5.5pp | 338.61%-357.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $135 | $695-80.6% | $1,159-88.4% | $2,596-94.8% |
| Participant deferral / active EE | $1,012 | $1,263-19.9% | $2,125-52.4% | $4,027-74.9% |
| Admin fee / account holder | $296 | $2,010-85.3% | $2,130-86.1% | $5,403-94.5% |