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 10-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 | $52,928 | $30,732+72.2% | $59,496-11.0% | $59,632-11.2% |
| Participation rate | 6.1% | 43.2%-37.1pp | 54.6%-48.4pp | 68.7%-62.5pp |
| Annual return | -0.91% | 4.47%-5.4pp | 182.05%-183.0pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $315 | $631-50.1% | $1,153-72.7% | $2,203-85.7% |
| Participant deferral / active EE | $486 | $1,183-58.9% | $1,829-73.4% | $3,192-84.8% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |