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 7-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 | $9,726 | $102,966-90.6% | $90,281-89.2% | $152,861-93.6% |
| Participation rate | 68.2% | 75.9%-7.7pp | 73.3%-5.1pp | 82.4%-14.3pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,936 | $3,139-38.3% | $2,854-32.2% | $4,762-59.3% |
| Participant deferral / active EE | $5,049 | $4,281+17.9% | $3,885+29.9% | $5,850-13.7% |
| Admin fee / account holder | $32 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |