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 | $14,590 | $99,877-85.4% | $84,966-82.8% | $145,922-90.0% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.6pp | 80.3%-37.4pp |
| Annual return | 0.00% | 83.76%-83.8pp | 66.38%-66.4pp | 561.29%-561.3pp |
| Employer contribution / active EE | $4,078 | $3,231+26.2% | $2,727+49.5% | $4,660-12.5% |
| Participant deferral / active EE | $2,005 | $5,291-62.1% | $4,519-55.6% | $6,688-70.0% |
| Admin fee / account holder | $66 | $7,248-99.1% | $6,149-98.9% | $13,397-99.5% |