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 8-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 | $47,396 | $90,600-47.7% | $79,464-40.4% | $135,375-65.0% |
| Participation rate | 6.7% | 76.0%-69.4pp | 73.3%-66.7pp | 82.6%-76.0pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,321 | $3,068-57.0% | $2,800-52.8% | $4,779-72.4% |
| Participant deferral / active EE | $2,117 | $4,050-47.7% | $3,704-42.8% | $5,609-62.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |