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 | $14,054 | $82,286-82.9% | $68,791-79.6% | $134,475-89.5% |
| Participation rate | 47.8% | 75.1%-27.2pp | 69.0%-21.2pp | 81.2%-33.4pp |
| Annual return | -17.17% | -2.19%-15.0pp | -6.38%-10.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,097 | $3,301-66.7% | $2,655-58.7% | $4,740-76.8% |
| Participant deferral / active EE | $1,489 | $4,739-68.6% | $3,941-62.2% | $6,400-76.7% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |