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 | $27,919 | $169,032-83.5% | $129,207-78.4% | $145,922-80.9% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 0.00% | 14330.11%-14330.1pp | 9417.33%-9417.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $237 | $5,537-95.7% | $4,153-94.3% | $4,660-94.9% |
| Participant deferral / active EE | $10,938 | $4,987+119.3% | $4,168+162.4% | $6,688+63.5% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |