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 | $22,056 | $93,024-76.3% | $77,024-71.4% | $134,475-83.6% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -11.71% | 62.60%-74.3pp | 42.32%-54.0pp | 417.96%-429.7pp |
| Employer contribution / active EE | $430 | $3,418-87.4% | $2,812-84.7% | $4,740-90.9% |
| Participant deferral / active EE | $1,075 | $5,238-79.5% | $4,426-75.7% | $6,400-83.2% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |