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 | $41,125 | $105,860-61.2% | $90,749-54.7% | $134,475-69.4% |
| Participation rate | 36.8% | 78.2%-41.4pp | 75.7%-38.8pp | 81.2%-44.4pp |
| Annual return | -17.07% | -11.01%-6.1pp | -12.16%-4.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,810 | $5,216-65.3% | $4,564-60.3% | $6,400-71.7% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |