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 3-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 | $17,055 | $92,703-81.6% | $82,719-79.4% | $134,475-87.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,246 | $3,274+29.7% | $3,009+41.1% | $4,740-10.4% |
| Participant deferral / active EE | $4,246 | $4,802-11.6% | $4,395-3.4% | $6,400-33.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |