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 | $29,413 | $105,126-72.0% | $94,646-68.9% | $139,434-78.9% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,829 | $4,106-31.1% | $3,672-23.0% | $4,751-40.5% |
| Participant deferral / active EE | $10,951 | $7,599+44.1% | $7,418+47.6% | $6,710+63.2% |
| Admin fee / account holder | $27 | $8,984-99.7% | $7,231-99.6% | $11,403-99.8% |