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 | $15,226 | $107,934-85.9% | $91,989-83.4% | $152,861-90.0% |
| Participation rate | 54.5% | 81.2%-26.6pp | 78.6%-24.1pp | 82.4%-27.9pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,714 | $4,210-59.3% | $3,452-50.3% | $4,762-64.0% |
| Participant deferral / active EE | $6,061 | $6,364-4.8% | $5,923+2.3% | $5,850+3.6% |
| Admin fee / account holder | $43 | $10,520-99.6% | $7,743-99.4% | $11,596-99.6% |