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 10-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 | $38,559 | $56,199-31.4% | $67,652-43.0% | $59,632-35.3% |
| Participation rate | 55.2% | 71.5%-16.3pp | 75.7%-20.5pp | 68.7%-13.5pp |
| Annual return | 0.00% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $825 | $1,614-48.9% | $2,266-63.6% | $2,203-62.6% |
| Participant deferral / active EE | $1,446 | $2,844-49.1% | $3,560-59.4% | $3,192-54.7% |
| Admin fee / account holder | $276 | $3,958-93.0% | $4,821-94.3% | $4,297-93.6% |