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 | $17,691 | $54,350-67.4% | $82,719-78.6% | $68,494-74.2% |
| Participation rate | 35.5% | 63.9%-28.4pp | 72.6%-37.1pp | 67.9%-32.4pp |
| Annual return | -17.87% | -13.67%-4.2pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $661 | $2,218-70.2% | $3,009-78.0% | $2,596-74.6% |
| Participant deferral / active EE | $1,655 | $3,246-49.0% | $4,395-62.3% | $4,027-58.9% |
| Admin fee / account holder | $269 | $4,395-93.9% | $5,329-94.9% | $5,403-95.0% |