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 | $9,239 | $84,402-89.1% | $61,373-84.9% | $134,475-93.1% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -18.38% | 584.55%-602.9pp | 338.61%-357.0pp | 417.96%-436.3pp |
| Employer contribution / active EE | $104 | $1,544-93.2% | $1,159-91.0% | $4,740-97.8% |
| Participant deferral / active EE | $610 | $2,819-78.4% | $2,125-71.3% | $6,400-90.5% |
| Admin fee / account holder | $256 | $2,585-90.1% | $2,130-88.0% | $11,426-97.8% |