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 3-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 | $30,864 | $152,509-79.8% | $117,472-73.7% | $134,475-77.0% |
| Participation rate | 25.0% | 77.1%-52.1pp | 70.6%-45.6pp | 81.2%-56.2pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,250 | $5,571-59.6% | $4,176-46.1% | $4,740-52.5% |
| Participant deferral / active EE | $5,500 | $4,818+14.2% | $4,070+35.1% | $6,400-14.1% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |