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 | $163,832 | $112,096+46.2% | $95,952+70.7% | $158,922+3.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,896 | $3,198-9.5% | $2,541+14.0% | $4,761-39.2% |
| Participant deferral / active EE | $3,484 | $4,784-27.2% | $4,167-16.4% | $5,982-41.8% |
| Admin fee / account holder | $4 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |