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 4-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 | $25,957 | $27,641-6.1% | $61,373-57.7% | $68,494-62.1% |
| Participation rate | 17.5% | 39.5%-22.0pp | 52.6%-35.1pp | 67.9%-50.4pp |
| Annual return | -19.07% | -13.24%-5.8pp | 338.61%-357.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $498 | $695-28.3% | $1,159-57.0% | $2,596-80.8% |
| Participant deferral / active EE | $934 | $1,263-26.0% | $2,125-56.0% | $4,027-76.8% |
| Admin fee / account holder | $250 | $2,010-87.6% | $2,130-88.3% | $5,403-95.4% |