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 10-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 | $69,188 | $104,106-33.5% | $71,086-2.7% | $135,375-48.9% |
| Participation rate | 25.0% | 65.7%-40.7pp | 54.7%-29.7pp | 82.6%-57.6pp |
| Annual return | -6.48% | 1256.30%-1262.8pp | 650.59%-657.1pp | 519.73%-526.2pp |
| Employer contribution / active EE | $914 | $1,485-38.5% | $1,088-16.0% | $4,779-80.9% |
| Participant deferral / active EE | $1,030 | $2,527-59.3% | $1,874-45.1% | $5,609-81.6% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |