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 | $14,445 | $59,774-75.8% | - | $134,475-89.3% |
| Participation rate | 22.7% | 67.4%-44.7pp | - | 81.2%-58.5pp |
| Annual return | 0.00% | -10.72%+10.7pp | - | 417.96%-418.0pp |
| Employer contribution / active EE | $1,030 | $2,711-62.0% | - | $4,740-78.3% |
| Participant deferral / active EE | $2,449 | $4,131-40.7% | - | $6,400-61.7% |
| Admin fee / account holder | $196 | $4,003-95.1% | - | $11,426-98.3% |