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 | $58,510 | $138,065-57.6% | $123,544-52.6% | $135,375-56.8% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -4.56% | 153.68%-158.2pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,299 | $5,151-36.0% | $4,628-28.7% | $4,779-31.0% |
| Participant deferral / active EE | $6,518 | $6,799-4.1% | $6,426+1.4% | $5,609+16.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |