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 | $34,000 | $106,543-68.1% | $91,220-62.7% | $134,475-74.7% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -18.68% | 160.60%-179.3pp | 114.01%-132.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $967 | $3,331-71.0% | $2,850-66.1% | $4,740-79.6% |
| Participant deferral / active EE | $3,303 | $4,719-30.0% | $4,234-22.0% | $6,400-48.4% |
| Admin fee / account holder | $259 | $6,231-95.8% | $5,420-95.2% | $11,426-97.7% |