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 6-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 | $9,370 | $106,543-91.2% | $91,220-89.7% | $134,475-93.0% |
| Participation rate | 58.3% | 76.8%-18.5pp | 73.2%-14.9pp | 81.2%-22.9pp |
| Annual return | -19.31% | 160.60%-179.9pp | 114.01%-133.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $687 | $3,331-79.4% | $2,850-75.9% | $4,740-85.5% |
| Participant deferral / active EE | $2,525 | $4,719-46.5% | $4,234-40.4% | $6,400-60.5% |
| Admin fee / account holder | $79 | $6,231-98.7% | $5,420-98.5% | $11,426-99.3% |