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 9-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 | $36,634 | $99,020-63.0% | $86,590-57.7% | $147,584-75.2% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $465 | $3,132-85.1% | $2,839-83.6% | $4,876-90.5% |
| Participant deferral / active EE | $1,203 | $3,972-69.7% | $3,609-66.7% | $5,439-77.9% |
| Admin fee / account holder | $111 | $5,710-98.1% | $4,906-97.7% | $10,885-99.0% |