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 | $13,935 | $133,958-89.6% | $112,228-87.6% | $134,475-89.6% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,182 | $4,038-46.0% | $3,635-40.0% | $4,740-54.0% |
| Participant deferral / active EE | $4,215 | $5,291-20.3% | $4,728-10.8% | $6,400-34.1% |
| Admin fee / account holder | $263 | $7,489-96.5% | $6,410-95.9% | $11,426-97.7% |