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 | $54,982 | $92,703-40.7% | $82,719-33.5% | $134,475-59.1% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -17.51% | 944.92%-962.4pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,061 | $3,274-67.6% | $3,009-64.7% | $4,740-77.6% |
| Participant deferral / active EE | $3,935 | $4,802-18.1% | $4,395-10.5% | $6,400-38.5% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |