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 7-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 | $30,210 | $81,625-63.0% | $58,482-48.3% | $139,434-78.3% |
| Participation rate | 10.0% | 61.3%-51.3pp | 50.9%-40.9pp | 80.3%-70.3pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $179 | $1,398-87.2% | $1,053-83.1% | $4,751-96.2% |
| Participant deferral / active EE | $599 | $2,557-76.6% | $1,924-68.9% | $6,710-91.1% |
| Admin fee / account holder | $159 | $3,265-95.1% | $2,516-93.7% | $11,403-98.6% |