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 | $7,170 | $34,308-79.1% | $74,701-90.4% | $72,985-90.2% |
| Participation rate | 9.6% | 42.4%-32.8pp | 54.5%-44.8pp | 69.5%-59.8pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $282 | $692-59.2% | $1,084-74.0% | $2,440-88.4% |
| Participant deferral / active EE | $532 | $1,271-58.2% | $1,964-72.9% | $3,607-85.3% |
| Admin fee / account holder | $21 | $2,124-99.0% | $3,333-99.4% | $5,124-99.6% |