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 | $75,375 | $138,044-45.4% | $125,339-39.9% | $134,475-43.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.54% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,340 | $5,243-74.4% | $4,814-72.2% | $4,740-71.7% |
| Participant deferral / active EE | $11,875 | $7,799+52.3% | $7,446+59.5% | $6,400+85.6% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |