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 | $18,724 | $92,703-79.8% | $82,719-77.4% | $134,475-86.1% |
| Participation rate | 29.4% | 75.2%-45.8pp | 72.6%-43.1pp | 81.2%-51.8pp |
| Annual return | -13.41% | 944.92%-958.3pp | 701.18%-714.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $428 | $3,274-86.9% | $3,009-85.8% | $4,740-91.0% |
| Participant deferral / active EE | $1,090 | $4,802-77.3% | $4,395-75.2% | $6,400-83.0% |
| Admin fee / account holder | $164 | $5,983-97.3% | $5,329-96.9% | $11,426-98.6% |