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 | $13,773 | $102,966-86.6% | $90,281-84.7% | $152,861-91.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,278 | $3,139-59.3% | $2,854-55.2% | $4,762-73.2% |
| Participant deferral / active EE | $5,265 | $4,281+23.0% | $3,885+35.5% | $5,850-10.0% |
| Admin fee / account holder | $281 | $6,171-95.4% | $5,351-94.7% | $11,596-97.6% |