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 | $8,629 | $92,703-90.7% | $82,719-89.6% | $134,475-93.6% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.6%-30.9pp | 81.2%-39.6pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $734 | $3,274-77.6% | $3,009-75.6% | $4,740-84.5% |
| Participant deferral / active EE | $2,900 | $4,802-39.6% | $4,395-34.0% | $6,400-54.7% |
| Admin fee / account holder | $12 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |