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 | $13,971 | $133,958-89.6% | $112,228-87.6% | $134,475-89.6% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,422 | $4,038-64.8% | $3,635-60.9% | $4,740-70.0% |
| Participant deferral / active EE | $4,600 | $5,291-13.0% | $4,728-2.7% | $6,400-28.1% |
| Admin fee / account holder | $26 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |