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 | $31,727 | $190,805-83.4% | $159,960-80.2% | $134,475-76.4% |
| Participation rate | 54.5% | 81.9%-27.4pp | 78.0%-23.4pp | 81.2%-26.7pp |
| Annual return | -18.27% | 552.23%-570.5pp | 408.60%-426.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,471 | $4,995-70.5% | $4,226-65.2% | $4,740-69.0% |
| Participant deferral / active EE | $5,418 | $6,923-21.7% | $6,182-12.4% | $6,400-15.3% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |