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 6-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 | $20,811 | $92,703-77.6% | $82,719-74.8% | $134,475-84.5% |
| Participation rate | 42.1% | 75.2%-33.1pp | 72.6%-30.4pp | 81.2%-39.1pp |
| Annual return | -20.60% | 944.92%-965.5pp | 701.18%-721.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $931 | $3,274-71.6% | $3,009-69.1% | $4,740-80.4% |
| Participant deferral / active EE | $3,400 | $4,802-29.2% | $4,395-22.6% | $6,400-46.9% |
| Admin fee / account holder | $102 | $5,983-98.3% | $5,329-98.1% | $11,426-99.1% |