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 | $71,421 | $99,640-28.3% | $86,436-17.4% | $134,475-46.9% |
| Participation rate | 55.6% | 82.0%-26.5pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -18.64% | 6782.58%-6801.2pp | 4394.89%-4413.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,716 | $4,400-38.3% | $3,769-27.9% | $4,740-42.7% |
| Participant deferral / active EE | $5,315 | $7,246-26.6% | $6,952-23.5% | $6,400-16.9% |
| Admin fee / account holder | $175 | $8,371-97.9% | $6,731-97.4% | $11,426-98.5% |