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 8-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 | $112,976 | $84,402+33.9% | $61,373+84.1% | $134,475-16.0% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | -5.31% | 584.55%-589.9pp | 338.61%-343.9pp | 417.96%-423.3pp |
| Employer contribution / active EE | $874 | $1,544-43.4% | $1,159-24.6% | $4,740-81.6% |
| Participant deferral / active EE | $3,857 | $2,819+36.8% | $2,125+81.5% | $6,400-39.7% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |