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 | $24,532 | $106,890-77.0% | $84,015-70.8% | $152,861-84.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 69.0%-44.0pp | 82.4%-57.4pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,111 | $2,734-59.4% | $1,983-44.0% | $4,762-76.7% |
| Participant deferral / active EE | $4,750 | $4,011+18.4% | $3,239+46.7% | $5,850-18.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |