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 7-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 | $6,121 | $34,308-82.2% | $74,701-91.8% | $72,985-91.6% |
| Participation rate | 24.1% | 42.4%-18.3pp | 54.5%-30.3pp | 69.5%-45.3pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $293 | $692-57.6% | $1,084-72.9% | $2,440-88.0% |
| Participant deferral / active EE | $1,132 | $1,271-10.9% | $1,964-42.3% | $3,607-68.6% |
| Admin fee / account holder | $2 | $2,124-99.9% | $3,333-99.9% | $5,124-100.0% |