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 9-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 | $27,703 | $73,515-62.3% | $62,995-56.0% | $147,584-81.2% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $773 | $3,320-76.7% | $2,759-72.0% | $4,876-84.1% |
| Participant deferral / active EE | $8,000 | $4,185+91.2% | $3,329+140.3% | $5,439+47.1% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |