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 | $78,474 | $92,703-15.3% | $82,719-5.1% | $134,475-41.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.72% | 944.92%-962.6pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,715 | $3,274-47.6% | $3,009-43.0% | $4,740-63.8% |
| Participant deferral / active EE | $7,641 | $4,802+59.1% | $4,395+73.9% | $6,400+19.4% |
| Admin fee / account holder | $71 | $5,983-98.8% | $5,329-98.7% | $11,426-99.4% |