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 | $29,828 | $108,642-72.5% | $74,701-60.1% | $152,861-80.5% |
| Participation rate | 11.8% | 65.3%-53.6pp | 54.5%-42.7pp | 82.4%-70.7pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $340 | $1,503-77.4% | $1,084-68.6% | $4,762-92.9% |
| Participant deferral / active EE | $2,941 | $2,712+8.4% | $1,964+49.8% | $5,850-49.7% |
| Admin fee / account holder | $15 | $4,902-99.7% | $3,333-99.5% | $11,596-99.9% |