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 4-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 | $17,400 | $110,809-84.3% | $86,874-80.0% | $167,490-89.6% |
| Participation rate | 40.0% | 75.8%-35.8pp | 71.6%-31.6pp | 82.1%-42.1pp |
| Annual return | 0.00% | 116.98%-117.0pp | 63.52%-63.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,960 | $3,244-8.7% | $2,495+18.6% | $4,837-38.8% |
| Participant deferral / active EE | $4,000 | $4,546-12.0% | $3,699+8.1% | $6,341-36.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |