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 9-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 | $21,333 | $92,703-77.0% | $82,719-74.2% | $134,475-84.1% |
| Participation rate | 53.3% | 75.2%-21.9pp | 72.6%-19.2pp | 81.2%-27.9pp |
| Annual return | -18.76% | 944.92%-963.7pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $572 | $3,274-82.5% | $3,009-81.0% | $4,740-87.9% |
| Participant deferral / active EE | $1,960 | $4,802-59.2% | $4,395-55.4% | $6,400-69.4% |
| Admin fee / account holder | $130 | $5,983-97.8% | $5,329-97.6% | $11,426-98.9% |