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 | $17,748 | $84,402-79.0% | $61,373-71.1% | $134,475-86.8% |
| Participation rate | 26.7% | 62.2%-35.5pp | 52.6%-25.9pp | 81.2%-54.6pp |
| Annual return | -20.51% | 584.55%-605.1pp | 338.61%-359.1pp | 417.96%-438.5pp |
| Employer contribution / active EE | $356 | $1,544-77.0% | $1,159-69.3% | $4,740-92.5% |
| Participant deferral / active EE | $501 | $2,819-82.2% | $2,125-76.4% | $6,400-92.2% |
| Admin fee / account holder | $242 | $2,585-90.7% | $2,130-88.7% | $11,426-97.9% |