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 5-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 | $82,439 | $39,019+111.3% | $80,716+2.1% | $85,850-4.0% |
| Participation rate | 3.8% | 41.5%-37.7pp | 54.2%-50.3pp | 69.3%-65.5pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $446 | $722-38.2% | $1,160-61.5% | $2,565-82.6% |
| Participant deferral / active EE | $1,000 | $1,326-24.6% | $2,146-53.4% | $3,952-74.7% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |