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 | $16,646 | $105,998-84.3% | $92,233-82.0% | $147,584-88.7% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,921 | $4,333-55.7% | $3,679-47.8% | $4,876-60.6% |
| Participant deferral / active EE | $6,026 | $4,478+34.6% | $3,897+54.6% | $5,439+10.8% |
| Admin fee / account holder | $85 | $6,332-98.7% | $5,194-98.4% | $10,885-99.2% |