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 7-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 | $23,403 | $84,402-72.3% | $61,373-61.9% | $134,475-82.6% |
| Participation rate | 23.5% | 62.2%-38.7pp | 52.6%-29.0pp | 81.2%-57.7pp |
| Annual return | -15.50% | 584.55%-600.0pp | 338.61%-354.1pp | 417.96%-433.5pp |
| Employer contribution / active EE | $283 | $1,544-81.7% | $1,159-75.6% | $4,740-94.0% |
| Participant deferral / active EE | $411 | $2,819-85.4% | $2,125-80.7% | $6,400-93.6% |
| Admin fee / account holder | $249 | $2,585-90.4% | $2,130-88.3% | $11,426-97.8% |