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 | $11,590 | $84,402-86.3% | $61,373-81.1% | $134,475-91.4% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -21.29% | 584.55%-605.8pp | 338.61%-359.9pp | 417.96%-439.3pp |
| Employer contribution / active EE | $595 | $1,544-61.5% | $1,159-48.7% | $4,740-87.5% |
| Participant deferral / active EE | $1,487 | $2,819-47.3% | $2,125-30.0% | $6,400-76.8% |
| Admin fee / account holder | $46 | $2,585-98.2% | $2,130-97.8% | $11,426-99.6% |