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 7-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 | $12,687 | $75,935-83.3% | $60,547-79.0% | $125,391-89.9% |
| Participation rate | 42.1% | 76.5%-34.4pp | 68.0%-25.9pp | 83.2%-41.1pp |
| Annual return | -1.97% | -5.38%+3.4pp | 335.64%-337.6pp | 282.22%-284.2pp |
| Employer contribution / active EE | $712 | $3,438-79.3% | $2,419-70.6% | $4,866-85.4% |
| Participant deferral / active EE | $2,100 | $4,506-53.4% | $3,328-36.9% | $5,352-60.8% |
| Admin fee / account holder | $28 | $6,768-99.6% | $4,536-99.4% | $9,540-99.7% |