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 9-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 | $14,083 | $91,037-84.5% | $71,671-80.4% | $147,584-90.5% |
| Participation rate | 41.2% | 76.1%-34.9pp | 68.7%-27.6pp | 82.8%-41.7pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $784 | $3,327-76.4% | $2,460-68.1% | $4,876-83.9% |
| Participant deferral / active EE | $1,290 | $4,498-71.3% | $3,438-62.5% | $5,439-76.3% |
| Admin fee / account holder | $114 | $8,613-98.7% | $5,558-98.0% | $10,885-99.0% |