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 | $47,469 | $129,217-63.3% | $93,406-49.2% | $158,922-70.1% |
| Participation rate | 25.0% | 71.0%-46.0pp | 66.8%-41.8pp | 82.0%-57.0pp |
| Annual return | 0.00% | 118.21%-118.2pp | 78.05%-78.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $7,217 | $2,711+166.2% | $2,075+247.8% | $4,761+51.6% |
| Participant deferral / active EE | $4,400 | $3,909+12.6% | $3,126+40.8% | $5,982-26.4% |
| Admin fee / account holder | $9 | $7,383-99.9% | $5,230-99.8% | $11,246-99.9% |