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 10-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 | $0 | $55,453-100.0% | $170,442-100.0% | $62,292-100.0% |
| Participation rate | 25.7% | 66.4%-40.7pp | 83.6%-57.9pp | 69.5%-43.8pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.93%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |