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 9-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 | $26,236 | $135,952-80.7% | $123,892-78.8% | $273,961-90.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,433 | $5,170-72.3% | $4,617-69.0% | $4,869-70.6% |
| Participant deferral / active EE | $14,000 | $6,343+120.7% | $5,984+134.0% | $5,287+164.8% |
| Admin fee / account holder | $64 | $9,817-99.3% | $8,357-99.2% | $10,132-99.4% |