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 | $22,198 | $138,044-83.9% | $125,339-82.3% | $134,475-83.5% |
| Participation rate | 53.3% | 84.5%-31.2pp | 82.4%-29.0pp | 81.2%-27.9pp |
| Annual return | -18.09% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,202 | $5,243-77.1% | $4,814-75.0% | $4,740-74.6% |
| Participant deferral / active EE | $2,674 | $7,799-65.7% | $7,446-64.1% | $6,400-58.2% |
| Admin fee / account holder | $27 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |