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 4-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 | $39,892 | $106,543-62.6% | $91,220-56.3% | $134,475-70.3% |
| Participation rate | 57.1% | 76.8%-19.7pp | 73.2%-16.1pp | 81.2%-24.1pp |
| Annual return | -1.33% | 160.60%-161.9pp | 114.01%-115.3pp | 417.96%-419.3pp |
| Employer contribution / active EE | $10,083 | $3,331+202.8% | $2,850+253.8% | $4,740+112.7% |
| Participant deferral / active EE | $4,716 | $4,719-0.1% | $4,234+11.4% | $6,400-26.3% |
| Admin fee / account holder | $219 | $6,231-96.5% | $5,420-96.0% | $11,426-98.1% |