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 8-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 | $41,964 | $92,703-54.7% | $82,719-49.3% | $134,475-68.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -20.36% | 944.92%-965.3pp | 701.18%-721.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,055 | $3,274-6.7% | $3,009+1.5% | $4,740-35.6% |
| Participant deferral / active EE | $9,202 | $4,802+91.6% | $4,395+109.4% | $6,400+43.8% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |