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 8-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 | $29,360 | $138,065-78.7% | $123,544-76.2% | $135,375-78.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $7,709 | $5,151+49.6% | $4,628+66.6% | $4,779+61.3% |
| Participant deferral / active EE | $7,709 | $6,799+13.4% | $6,426+20.0% | $5,609+37.4% |
| Admin fee / account holder | $5 | $10,916-100.0% | $9,284-99.9% | $10,827-100.0% |