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 | $17,345 | $73,867-76.5% | $143,757-87.9% | $68,494-74.7% |
| Participation rate | 33.3% | 66.7%-33.3pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | -16.62% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,595 | $3,384-52.9% | $5,637-71.7% | $4,027-60.4% |
| Admin fee / account holder | $90 | $5,755-98.4% | $14,673-99.4% | $5,403-98.3% |