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 9-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 | $16,837 | $91,911-81.7% | $68,793-75.5% | $135,375-87.6% |
| Participation rate | 27.3% | 76.7%-49.5pp | 72.2%-45.0pp | 82.6%-55.4pp |
| Annual return | -7.86% | -8.22%+0.4pp | -4.63%-3.2pp | 519.73%-527.6pp |
| Employer contribution / active EE | $766 | $3,924-80.5% | $2,625-70.8% | $4,779-84.0% |
| Participant deferral / active EE | $934 | $4,315-78.3% | $3,311-71.8% | $5,609-83.3% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |