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 9-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 | $27,509 | $63,346-56.6% | $92,233-70.2% | $70,131-60.8% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $897 | $2,471-63.7% | $3,679-75.6% | $2,342-61.7% |
| Participant deferral / active EE | $3,368 | $2,854+18.0% | $3,897-13.6% | $3,332+1.1% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |