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 | $60,798 | $92,703-34.4% | $82,719-26.5% | $134,475-54.8% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -17.80% | 944.92%-962.7pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,491 | $3,274-54.5% | $3,009-50.4% | $4,740-68.5% |
| Participant deferral / active EE | $2,231 | $4,802-53.5% | $4,395-49.2% | $6,400-65.1% |
| Admin fee / account holder | $261 | $5,983-95.6% | $5,329-95.1% | $11,426-97.7% |