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 | $19,317 | $97,757-80.2% | $83,848-77.0% | $135,375-85.7% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -8.25% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,757 | $4,222-58.4% | $3,631-51.6% | $4,779-63.2% |
| Participant deferral / active EE | $4,637 | $4,682-1.0% | $4,082+13.6% | $5,609-17.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |