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 | $8,453 | $106,543-92.1% | $91,220-90.7% | $134,475-93.7% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -20.14% | 160.60%-180.7pp | 114.01%-134.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $436 | $3,331-86.9% | $2,850-84.7% | $4,740-90.8% |
| Participant deferral / active EE | $2,540 | $4,719-46.2% | $4,234-40.0% | $6,400-60.3% |
| Admin fee / account holder | $47 | $6,231-99.2% | $5,420-99.1% | $11,426-99.6% |