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 | $86,939 | $84,695+2.6% | $73,843+17.7% | $125,391-30.7% |
| Participation rate | 14.3% | 76.8%-62.5pp | 73.4%-59.2pp | 83.2%-68.9pp |
| Annual return | -1.86% | 3123.53%-3125.4pp | 2267.84%-2269.7pp | 282.22%-284.1pp |
| Employer contribution / active EE | $771 | $3,123-75.3% | $2,787-72.3% | $4,866-84.1% |
| Participant deferral / active EE | $2,571 | $3,992-35.6% | $3,583-28.2% | $5,352-51.9% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |