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 | $11,687 | $84,402-86.2% | $61,373-81.0% | $134,475-91.3% |
| Participation rate | 30.0% | 62.2%-32.2pp | 52.6%-22.6pp | 81.2%-51.2pp |
| Annual return | -8.63% | 584.55%-593.2pp | 338.61%-347.2pp | 417.96%-426.6pp |
| Employer contribution / active EE | $303 | $1,544-80.4% | $1,159-73.9% | $4,740-93.6% |
| Participant deferral / active EE | $466 | $2,819-83.5% | $2,125-78.1% | $6,400-92.7% |
| Admin fee / account holder | $200 | $2,585-92.3% | $2,130-90.6% | $11,426-98.3% |