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 8-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 | $7,696 | $84,402-90.9% | $61,373-87.5% | $134,475-94.3% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -18.89% | 584.55%-603.4pp | 338.61%-357.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $686 | $1,544-55.6% | $1,159-40.9% | $4,740-85.5% |
| Participant deferral / active EE | $686 | $2,819-75.7% | $2,125-67.7% | $6,400-89.3% |
| Admin fee / account holder | $33 | $2,585-98.7% | $2,130-98.5% | $11,426-99.7% |