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 | $32,582 | $84,695-61.5% | $73,843-55.9% | $125,391-74.0% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -3.08% | 3123.53%-3126.6pp | 2267.84%-2270.9pp | 282.22%-285.3pp |
| Employer contribution / active EE | $539 | $3,123-82.7% | $2,787-80.7% | $4,866-88.9% |
| Participant deferral / active EE | $1,665 | $3,992-58.3% | $3,583-53.5% | $5,352-68.9% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |