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 5-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 | $29,827 | $112,881-73.6% | $90,951-67.2% | $158,922-81.2% |
| Participation rate | 13.3% | 74.7%-61.4pp | 69.0%-55.7pp | 82.0%-68.6pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $877 | $2,893-69.7% | $2,122-58.7% | $4,761-81.6% |
| Participant deferral / active EE | $3,100 | $4,128-24.9% | $3,373-8.1% | $5,982-48.2% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |