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 6-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 | $21,392 | $109,817-80.5% | $98,442-78.3% | $167,490-87.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $8,459 | $3,224+162.4% | $2,960+185.8% | $4,837+74.9% |
| Participant deferral / active EE | $2,166 | $4,673-53.7% | $4,276-49.3% | $6,341-65.8% |
| Admin fee / account holder | $26 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |