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 6-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 | $29,141 | $99,640-70.8% | $86,436-66.3% | $134,475-78.3% |
| Participation rate | 45.0% | 82.0%-37.0pp | 80.3%-35.3pp | 81.2%-36.2pp |
| Annual return | -6.18% | 6782.58%-6788.8pp | 4394.89%-4401.1pp | 417.96%-424.1pp |
| Employer contribution / active EE | $5,000 | $4,400+13.6% | $3,769+32.7% | $4,740+5.5% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |