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 9-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 | $54,390 | $82,630-34.2% | $64,105-15.2% | $125,391-56.6% |
| Participation rate | 20.0% | 75.9%-55.9pp | 68.2%-48.2pp | 83.2%-63.2pp |
| Annual return | -0.66% | 1489.72%-1490.4pp | 791.24%-791.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $886 | $2,671-66.8% | $1,820-51.3% | $4,866-81.8% |
| Participant deferral / active EE | $1,880 | $3,608-47.9% | $2,822-33.4% | $5,352-64.9% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |