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 | $42,073 | $54,350-22.6% | $82,719-49.1% | $68,494-38.6% |
| Participation rate | 44.4% | 63.9%-19.5pp | 72.6%-28.1pp | 67.9%-23.4pp |
| Annual return | -18.58% | -13.67%-4.9pp | 701.18%-719.8pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,540 | $2,218-30.6% | $3,009-48.8% | $2,596-40.7% |
| Participant deferral / active EE | $2,629 | $3,246-19.0% | $4,395-40.2% | $4,027-34.7% |
| Admin fee / account holder | $276 | $4,395-93.7% | $5,329-94.8% | $5,403-94.9% |