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 | $11,733 | $133,958-91.2% | $112,228-89.5% | $134,475-91.3% |
| Participation rate | 47.4% | 78.6%-31.2pp | 75.1%-27.7pp | 81.2%-33.9pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,539 | $4,038-61.9% | $3,635-57.7% | $4,740-67.5% |
| Participant deferral / active EE | $3,724 | $5,291-29.6% | $4,728-21.2% | $6,400-41.8% |
| Admin fee / account holder | $57 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |