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 7-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 | $14,338 | $92,703-84.5% | $82,719-82.7% | $134,475-89.3% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -19.50% | 944.92%-964.4pp | 701.18%-720.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $863 | $3,274-73.7% | $3,009-71.3% | $4,740-81.8% |
| Participant deferral / active EE | $1,406 | $4,802-70.7% | $4,395-68.0% | $6,400-78.0% |
| Admin fee / account holder | $173 | $5,983-97.1% | $5,329-96.7% | $11,426-98.5% |