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 | $26,438 | $27,641-4.4% | $61,373-56.9% | $68,494-61.4% |
| Participation rate | 42.3% | 39.5%+2.8pp | 52.6%-10.3pp | 67.9%-25.6pp |
| Annual return | -19.69% | -13.24%-6.4pp | 338.61%-358.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $552 | $695-20.7% | $1,159-52.4% | $2,596-78.8% |
| Participant deferral / active EE | $2,600 | $1,263+105.8% | $2,125+22.4% | $4,027-35.4% |
| Admin fee / account holder | $121 | $2,010-94.0% | $2,130-94.3% | $5,403-97.8% |