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 6-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 | $19,699 | $106,890-81.6% | $84,015-76.6% | $152,861-87.1% |
| Participation rate | 41.7% | 75.2%-33.6pp | 69.0%-27.3pp | 82.4%-40.8pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,646 | $2,734-3.2% | $1,983+33.4% | $4,762-44.4% |
| Participant deferral / active EE | $5,571 | $4,011+38.9% | $3,239+72.0% | $5,850-4.8% |
| Admin fee / account holder | $22 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |