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 | $20,670 | $138,044-85.0% | $125,339-83.5% | $134,475-84.6% |
| Participation rate | 30.0% | 84.5%-54.5pp | 82.4%-52.4pp | 81.2%-51.2pp |
| Annual return | -18.69% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,605 | $5,243-69.4% | $4,814-66.7% | $4,740-66.1% |
| Participant deferral / active EE | $4,789 | $7,799-38.6% | $7,446-35.7% | $6,400-25.2% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |