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 | $22,737 | $76,000-70.1% | $154,107-85.2% | $64,186-64.6% |
| Participation rate | 58.3% | 70.4%-12.1pp | 83.0%-24.7pp | 69.6%-11.2pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $720 | $3,351-78.5% | $5,298-86.4% | $2,381-69.8% |
| Participant deferral / active EE | $1,619 | $3,175-49.0% | $5,081-68.1% | $3,470-53.3% |
| Admin fee / account holder | $140 | $5,596-97.5% | $13,411-99.0% | $4,888-97.1% |