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 9-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 | $63,831 | $52,903+20.7% | $73,307-12.9% | $59,632+7.0% |
| Participation rate | 0.0% | 68.2%-68.2pp | 74.9%-74.9pp | 68.7%-68.7pp |
| Annual return | -2.24% | 12.20%-14.4pp | 5.67%-7.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,841 | $4,069-54.8% | $4,991-63.1% | $3,192-42.3% |
| Admin fee / account holder | $0 | $3,834-100.0% | $5,637-100.0% | $4,297-100.0% |