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 | $72,833 | $92,703-21.4% | $82,719-12.0% | $134,475-45.8% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -19.33% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $331 | $3,274-89.9% | $3,009-89.0% | $4,740-93.0% |
| Participant deferral / active EE | $3,283 | $4,802-31.6% | $4,395-25.3% | $6,400-48.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |