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 7-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 | $114,456 | $104,486+9.5% | $76,817+49.0% | $152,861-25.1% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.4%-15.8pp |
| Annual return | 0.00% | 1013.37%-1013.4pp | 1166.11%-1166.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,816 | $3,116-41.7% | $2,302-21.1% | $4,762-61.9% |
| Participant deferral / active EE | $8,476 | $4,236+100.1% | $3,336+154.1% | $5,850+44.9% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |