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 9-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 | $20,792 | $138,065-84.9% | $123,544-83.2% | $135,375-84.6% |
| Participation rate | 57.9% | 84.7%-26.8pp | 82.3%-24.4pp | 82.6%-24.7pp |
| Annual return | -3.88% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $958 | $5,151-81.4% | $4,628-79.3% | $4,779-80.0% |
| Participant deferral / active EE | $2,918 | $6,799-57.1% | $6,426-54.6% | $5,609-48.0% |
| Admin fee / account holder | $43 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |