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 6-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 | $8,589 | $84,402-89.8% | $61,373-86.0% | $134,475-93.6% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -13.84% | 584.55%-598.4pp | 338.61%-352.4pp | 417.96%-431.8pp |
| Employer contribution / active EE | $343 | $1,544-77.8% | $1,159-70.5% | $4,740-92.8% |
| Participant deferral / active EE | $743 | $2,819-73.6% | $2,125-65.0% | $6,400-88.4% |
| Admin fee / account holder | $74 | $2,585-97.1% | $2,130-96.5% | $11,426-99.3% |