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 5-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 | $8,544 | $93,024-90.8% | $77,024-88.9% | $134,475-93.6% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.3pp | 81.2%-52.7pp |
| Annual return | -15.20% | 62.60%-77.8pp | 42.32%-57.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $519 | $3,418-84.8% | $2,812-81.5% | $4,740-89.1% |
| Participant deferral / active EE | $1,309 | $5,238-75.0% | $4,426-70.4% | $6,400-79.6% |
| Admin fee / account holder | $5 | $6,944-99.9% | $5,425-99.9% | $11,426-100.0% |