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 | $19,470 | $82,630-76.4% | $64,105-69.6% | $125,391-84.5% |
| Participation rate | 28.6% | 75.9%-47.3pp | 68.2%-39.6pp | 83.2%-54.6pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,277 | $2,671-52.2% | $1,820-29.8% | $4,866-73.8% |
| Participant deferral / active EE | $4,286 | $3,608+18.8% | $2,822+51.9% | $5,352-19.9% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |