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 | $21,873 | $82,664-73.5% | $125,339-82.5% | $68,494-68.1% |
| Participation rate | 51.4% | 75.0%-23.6pp | 82.4%-30.9pp | 67.9%-16.5pp |
| Annual return | -1.88% | -5.97%+4.1pp | 572.05%-573.9pp | -7.84%+6.0pp |
| Employer contribution / active EE | $987 | $3,381-70.8% | $4,814-79.5% | $2,596-62.0% |
| Participant deferral / active EE | $5,022 | $6,110-17.8% | $7,446-32.6% | $4,027+24.7% |
| Admin fee / account holder | $208 | $6,275-96.7% | $10,010-97.9% | $5,403-96.2% |