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 6-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 | $11,572 | $73,867-84.3% | $143,757-92.0% | $68,494-83.1% |
| Participation rate | 40.7% | 66.7%-25.9pp | 80.3%-39.6pp | 67.9%-27.1pp |
| Annual return | -18.22% | 1.01%-19.2pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $870 | $3,184-72.7% | $4,951-82.4% | $2,596-66.5% |
| Participant deferral / active EE | $1,383 | $3,384-59.1% | $5,637-75.5% | $4,027-65.7% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |