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 3-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 | $28,914 | $190,805-84.8% | $159,960-81.9% | $134,475-78.5% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,410 | $4,995-11.7% | $4,226+4.4% | $4,740-7.0% |
| Participant deferral / active EE | $14,750 | $6,923+113.1% | $6,182+138.6% | $6,400+130.5% |
| Admin fee / account holder | $63 | $10,471-99.4% | $8,698-99.3% | $11,426-99.4% |