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 | $71,717 | $106,543-32.7% | $91,220-21.4% | $134,475-46.7% |
| Participation rate | 41.7% | 76.8%-35.1pp | 73.2%-31.5pp | 81.2%-39.6pp |
| Annual return | -19.70% | 160.60%-180.3pp | 114.01%-133.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $925 | $3,331-72.2% | $2,850-67.5% | $4,740-80.5% |
| Participant deferral / active EE | $5,102 | $4,719+8.1% | $4,234+20.5% | $6,400-20.3% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |