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 | $15,480 | $99,020-84.4% | $86,590-82.1% | $147,584-89.5% |
| Participation rate | 20.0% | 76.3%-56.3pp | 73.5%-53.5pp | 82.8%-62.8pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $881 | $3,132-71.9% | $2,839-69.0% | $4,876-81.9% |
| Participant deferral / active EE | $2,202 | $3,972-44.6% | $3,609-39.0% | $5,439-59.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |