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 | $158,748 | $85,790+85.0% | $67,313+135.8% | $135,375+17.3% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.1%-39.1pp | 82.6%-52.6pp |
| Annual return | -2.71% | -0.54%-2.2pp | -4.08%+1.4pp | 519.73%-522.4pp |
| Employer contribution / active EE | $1,567 | $3,487-55.1% | $2,566-38.9% | $4,779-67.2% |
| Participant deferral / active EE | $6,000 | $4,651+29.0% | $3,568+68.1% | $5,609+7.0% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |