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 10-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 | $18,817 | $84,402-77.7% | $61,373-69.3% | $134,475-86.0% |
| Participation rate | 30.0% | 62.2%-32.2pp | 52.6%-22.6pp | 81.2%-51.2pp |
| Annual return | -17.82% | 584.55%-602.4pp | 338.61%-356.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $463 | $1,544-70.0% | $1,159-60.1% | $4,740-90.2% |
| Participant deferral / active EE | $776 | $2,819-72.5% | $2,125-63.5% | $6,400-87.9% |
| Admin fee / account holder | $92 | $2,585-96.5% | $2,130-95.7% | $11,426-99.2% |