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 | $10,441 | $108,642-90.4% | $74,701-86.0% | $152,861-93.2% |
| Participation rate | 53.3% | 65.3%-12.0pp | 54.5%-1.1pp | 82.4%-29.1pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,019 | $1,503+100.9% | $1,084+178.6% | $4,762-36.6% |
| Participant deferral / active EE | $2,549 | $2,712-6.0% | $1,964+29.8% | $5,850-56.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |