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 7-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 | $48,127 | $92,703-48.1% | $82,719-41.8% | $134,475-64.2% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -19.28% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,152 | $3,274-64.8% | $3,009-61.7% | $4,740-75.7% |
| Participant deferral / active EE | $2,000 | $4,802-58.4% | $4,395-54.5% | $6,400-68.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |