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 | $24,155 | $92,703-73.9% | $82,719-70.8% | $134,475-82.0% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -19.27% | 944.92%-964.2pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $883 | $3,274-73.0% | $3,009-70.6% | $4,740-81.4% |
| Participant deferral / active EE | $7,249 | $4,802+51.0% | $4,395+64.9% | $6,400+13.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |