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 3-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 | $51,384 | $102,604-49.9% | $86,188-40.4% | $139,434-63.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 0.00% | 1922.51%-1922.5pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,814 | $3,032+25.8% | $2,380+60.2% | $4,751-19.7% |
| Participant deferral / active EE | $4,808 | $4,676+2.8% | $3,985+20.6% | $6,710-28.3% |
| Admin fee / account holder | $35 | $8,657-99.6% | $6,852-99.5% | $11,403-99.7% |