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 8-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 | $33,545 | $84,402-60.3% | $61,373-45.3% | $134,475-75.1% |
| Participation rate | 40.0% | 62.2%-22.2pp | 52.6%-12.6pp | 81.2%-41.2pp |
| Annual return | -18.81% | 584.55%-603.4pp | 338.61%-357.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $876 | $1,544-43.3% | $1,159-24.5% | $4,740-81.5% |
| Participant deferral / active EE | $1,750 | $2,819-37.9% | $2,125-17.6% | $6,400-72.6% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |