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 9-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 | $44,005 | $97,757-55.0% | $83,848-47.5% | $135,375-67.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -7.34% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,829 | $4,222-56.7% | $3,631-49.6% | $4,779-61.7% |
| Participant deferral / active EE | $5,301 | $4,682+13.2% | $4,082+29.9% | $5,609-5.5% |
| Admin fee / account holder | $44 | $6,674-99.3% | $5,478-99.2% | $10,827-99.6% |