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 5-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 | $6,315 | $27,641-77.2% | $61,373-89.7% | $68,494-90.8% |
| Participation rate | 15.2% | 39.5%-24.3pp | 52.6%-37.4pp | 67.9%-52.7pp |
| Annual return | -9.33% | -13.24%+3.9pp | 338.61%-347.9pp | -7.84%-1.5pp |
| Employer contribution / active EE | $391 | $695-43.8% | $1,159-66.3% | $2,596-84.9% |
| Participant deferral / active EE | $713 | $1,263-43.5% | $2,125-66.4% | $4,027-82.3% |
| Admin fee / account holder | $20 | $2,010-99.0% | $2,130-99.1% | $5,403-99.6% |