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 | $16,638 | $77,419-78.5% | $69,455-76.0% | $152,861-89.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,973 | $3,315-40.5% | $2,779-29.0% | $4,762-58.6% |
| Participant deferral / active EE | $3,477 | $4,414-21.2% | $3,535-1.7% | $5,850-40.6% |
| Admin fee / account holder | $158 | $6,207-97.4% | $3,839-95.9% | $11,596-98.6% |