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 | $12,717 | $152,509-91.7% | $117,472-89.2% | $134,475-90.5% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -16.29% | 52.99%-69.3pp | 29.74%-46.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $366 | $5,571-93.4% | $4,176-91.2% | $4,740-92.3% |
| Participant deferral / active EE | $2,766 | $4,818-42.6% | $4,070-32.0% | $6,400-56.8% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |