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 | $32,060 | $104,106-69.2% | $71,086-54.9% | $135,375-76.3% |
| Participation rate | 26.3% | 65.7%-39.3pp | 54.7%-28.3pp | 82.6%-56.3pp |
| Annual return | -8.10% | 1256.30%-1264.4pp | 650.59%-658.7pp | 519.73%-527.8pp |
| Employer contribution / active EE | $435 | $1,485-70.7% | $1,088-60.0% | $4,779-90.9% |
| Participant deferral / active EE | $459 | $2,527-81.8% | $1,874-75.5% | $5,609-91.8% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |