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 8-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 | $13,691 | $92,703-85.2% | $82,719-83.4% | $134,475-89.8% |
| Participation rate | 38.9% | 75.2%-36.3pp | 72.6%-33.7pp | 81.2%-42.3pp |
| Annual return | -18.70% | 944.92%-963.6pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $482 | $3,274-85.3% | $3,009-84.0% | $4,740-89.8% |
| Participant deferral / active EE | $1,074 | $4,802-77.6% | $4,395-75.6% | $6,400-83.2% |
| Admin fee / account holder | $228 | $5,983-96.2% | $5,329-95.7% | $11,426-98.0% |