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 5-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 | $29,324 | $84,402-65.3% | $61,373-52.2% | $134,475-78.2% |
| Participation rate | 13.3% | 62.2%-48.9pp | 52.6%-39.2pp | 81.2%-67.9pp |
| Annual return | -14.64% | 584.55%-599.2pp | 338.61%-353.2pp | 417.96%-432.6pp |
| Employer contribution / active EE | $228 | $1,544-85.2% | $1,159-80.3% | $4,740-95.2% |
| Participant deferral / active EE | $1,662 | $2,819-41.0% | $2,125-21.8% | $6,400-74.0% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |