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 | $17,276 | $58,927-70.7% | $76,817-77.5% | $72,985-76.3% |
| Participation rate | 48.5% | 67.3%-18.9pp | 72.1%-23.6pp | 69.5%-21.0pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.11%-1166.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $564 | $1,787-68.5% | $2,302-75.5% | $2,440-76.9% |
| Participant deferral / active EE | $1,251 | $2,690-53.5% | $3,336-62.5% | $3,607-65.3% |
| Admin fee / account holder | $86 | $4,013-97.9% | $6,420-98.7% | $5,124-98.3% |