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 | $33,056 | $84,402-60.8% | $61,373-46.1% | $134,475-75.4% |
| Participation rate | 54.5% | 62.2%-7.7pp | 52.6%+2.0pp | 81.2%-26.7pp |
| Annual return | -12.45% | 584.55%-597.0pp | 338.61%-351.1pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,123 | $1,544-27.3% | $1,159-3.1% | $4,740-76.3% |
| Participant deferral / active EE | $4,433 | $2,819+57.3% | $2,125+108.6% | $6,400-30.7% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |