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 | $7,843 | $93,024-91.6% | $77,024-89.8% | $134,475-94.2% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -20.70% | 62.60%-83.3pp | 42.32%-63.0pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,053 | $3,418-39.9% | $2,812-27.0% | $4,740-56.7% |
| Participant deferral / active EE | $2,053 | $5,238-60.8% | $4,426-53.6% | $6,400-67.9% |
| Admin fee / account holder | $47 | $6,944-99.3% | $5,425-99.1% | $11,426-99.6% |