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 | $8,333 | $104,106-92.0% | $71,086-88.3% | $135,375-93.8% |
| Participation rate | 68.8% | 65.7%+3.1pp | 54.7%+14.1pp | 82.6%-13.9pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $259 | $1,485-82.6% | $1,088-76.2% | $4,779-94.6% |
| Participant deferral / active EE | $917 | $2,527-63.7% | $1,874-51.1% | $5,609-83.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |