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 | $14,015 | $27,641-49.3% | $61,373-77.2% | $68,494-79.5% |
| Participation rate | 68.4% | 39.5%+28.9pp | 52.6%+15.9pp | 67.9%+0.5pp |
| Annual return | -17.25% | -13.24%-4.0pp | 338.61%-355.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $417 | $695-40.0% | $1,159-64.0% | $2,596-83.9% |
| Participant deferral / active EE | $1,884 | $1,263+49.1% | $2,125-11.4% | $4,027-53.2% |
| Admin fee / account holder | $234 | $2,010-88.4% | $2,130-89.0% | $5,403-95.7% |