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 | $8,910 | $92,703-90.4% | $82,719-89.2% | $134,475-93.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -19.65% | 944.92%-964.6pp | 701.18%-720.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,238 | $3,274-62.2% | $3,009-58.9% | $4,740-73.9% |
| Participant deferral / active EE | $1,238 | $4,802-74.2% | $4,395-71.8% | $6,400-80.7% |
| Admin fee / account holder | $101 | $5,983-98.3% | $5,329-98.1% | $11,426-99.1% |