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 6-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 | $32,391 | $202,318-84.0% | $172,739-81.2% | $152,861-78.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,890 | $5,856-50.6% | $5,143-43.8% | $4,762-39.3% |
| Participant deferral / active EE | $12,110 | $5,948+103.6% | $5,198+133.0% | $5,850+107.0% |
| Admin fee / account holder | $72 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |