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 | $14,710 | $97,757-85.0% | $83,848-82.5% | $135,375-89.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,134 | $4,222-73.1% | $3,631-68.8% | $4,779-76.3% |
| Participant deferral / active EE | $9,599 | $4,682+105.0% | $4,082+135.2% | $5,609+71.1% |
| Admin fee / account holder | $72 | $6,674-98.9% | $5,478-98.7% | $10,827-99.3% |