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 | $150,200 | $104,486+43.8% | $76,817+95.5% | $152,861-1.7% |
| Participation rate | 57.1% | 76.6%-19.4pp | 72.1%-14.9pp | 82.4%-25.3pp |
| Annual return | 0.00% | 1013.37%-1013.4pp | 1166.11%-1166.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,361 | $3,116-56.3% | $2,302-40.9% | $4,762-71.4% |
| Participant deferral / active EE | $6,786 | $4,236+60.2% | $3,336+103.4% | $5,850+16.0% |
| Admin fee / account holder | $30 | $12,275-99.8% | $6,420-99.5% | $11,596-99.7% |