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 | $94,250 | $92,703+1.7% | $82,719+13.9% | $134,475-29.9% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -16.48% | 944.92%-961.4pp | 701.18%-717.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $859 | $3,274-73.8% | $3,009-71.4% | $4,740-81.9% |
| Participant deferral / active EE | $4,082 | $4,802-15.0% | $4,395-7.1% | $6,400-36.2% |
| Admin fee / account holder | $60 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |