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 | $29,117 | $152,509-80.9% | $117,472-75.2% | $134,475-78.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -18.44% | 52.99%-71.4pp | 29.74%-48.2pp | 417.96%-436.4pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,050 | $4,818-36.7% | $4,070-25.1% | $6,400-52.3% |
| Admin fee / account holder | $117 | $7,004-98.3% | $5,645-97.9% | $11,426-99.0% |