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 | $18,468 | $84,402-78.1% | $61,373-69.9% | $134,475-86.3% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -11.78% | 584.55%-596.3pp | 338.61%-350.4pp | 417.96%-429.7pp |
| Employer contribution / active EE | $525 | $1,544-66.0% | $1,159-54.7% | $4,740-88.9% |
| Participant deferral / active EE | $661 | $2,819-76.5% | $2,125-68.9% | $6,400-89.7% |
| Admin fee / account holder | $122 | $2,585-95.3% | $2,130-94.3% | $11,426-98.9% |