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 7-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 | $35,236 | $84,402-58.3% | $61,373-42.6% | $134,475-73.8% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -15.14% | 584.55%-599.7pp | 338.61%-353.7pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,096 | $1,544-29.0% | $1,159-5.4% | $4,740-76.9% |
| Participant deferral / active EE | $3,339 | $2,819+18.5% | $2,125+57.2% | $6,400-47.8% |
| Admin fee / account holder | $28 | $2,585-98.9% | $2,130-98.7% | $11,426-99.8% |