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 4-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 | $26,734 | $138,044-80.6% | $125,339-78.7% | $134,475-80.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -15.27% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $4,969 | $5,243-5.2% | $4,814+3.2% | $4,740+4.8% |
| Participant deferral / active EE | $28,964 | $7,799+271.4% | $7,446+289.0% | $6,400+352.6% |
| Admin fee / account holder | $16 | $11,571-99.9% | $10,010-99.8% | $11,426-99.9% |