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 | $20,733 | $92,703-77.6% | $82,719-74.9% | $134,475-84.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -20.34% | 944.92%-965.3pp | 701.18%-721.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,040 | $3,274-68.2% | $3,009-65.4% | $4,740-78.1% |
| Participant deferral / active EE | $2,080 | $4,802-56.7% | $4,395-52.7% | $6,400-67.5% |
| Admin fee / account holder | $200 | $5,983-96.7% | $5,329-96.2% | $11,426-98.2% |