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 5-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 | $12,431 | $105,931-88.3% | $81,930-84.8% | $158,922-92.2% |
| Participation rate | 45.0% | 75.6%-30.6pp | 72.0%-27.0pp | 82.0%-37.0pp |
| Annual return | 0.00% | 38.17%-38.2pp | 29.49%-29.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,150 | $7,800-85.3% | $4,310-73.3% | $4,761-75.8% |
| Participant deferral / active EE | $1,608 | $13,003-87.6% | $7,107-77.4% | $5,982-73.1% |
| Admin fee / account holder | $36 | $8,489-99.6% | $5,158-99.3% | $11,246-99.7% |