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 | $83,203 | $138,044-39.7% | $125,339-33.6% | $134,475-38.1% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -16.59% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,521 | $5,243-32.8% | $4,814-26.8% | $4,740-25.7% |
| Participant deferral / active EE | $5,739 | $7,799-26.4% | $7,446-22.9% | $6,400-10.3% |
| Admin fee / account holder | $24 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |