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 | $24,135 | $100,852-76.1% | $90,404-73.3% | $158,922-84.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $983 | $3,689-73.3% | $3,262-69.9% | $4,761-79.4% |
| Participant deferral / active EE | $15,059 | $4,348+246.4% | $3,963+280.0% | $5,982+151.7% |
| Admin fee / account holder | $1 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |