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 | $30,416 | $84,695-64.1% | $73,843-58.8% | $125,391-75.7% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -1.19% | 3123.53%-3124.7pp | 2267.84%-2269.0pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,455 | $3,123-53.4% | $2,787-47.8% | $4,866-70.1% |
| Participant deferral / active EE | $2,351 | $3,992-41.1% | $3,583-34.4% | $5,352-56.1% |
| Admin fee / account holder | $263 | $5,691-95.4% | $4,880-94.6% | $9,540-97.2% |