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 10-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 | $32,524 | $92,703-64.9% | $82,719-60.7% | $134,475-75.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.98% | 944.92%-962.9pp | 701.18%-719.2pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,742 | $3,274-46.8% | $3,009-42.1% | $4,740-63.3% |
| Participant deferral / active EE | $3,574 | $4,802-25.6% | $4,395-18.7% | $6,400-44.1% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |