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 6-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 | $56,369 | $108,172-47.9% | $77,482-27.2% | $158,922-64.5% |
| Participation rate | 14.3% | 64.4%-50.1pp | 54.2%-39.9pp | 82.0%-67.7pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $552 | $1,325-58.3% | $986-44.0% | $4,761-88.4% |
| Participant deferral / active EE | $690 | $2,456-71.9% | $1,861-62.9% | $5,982-88.5% |
| Admin fee / account holder | $11 | $3,708-99.7% | $2,858-99.6% | $11,246-99.9% |