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 | $13,594 | $76,000-82.1% | $154,107-91.2% | $64,186-78.8% |
| Participation rate | 61.3% | 70.4%-9.1pp | 83.0%-21.7pp | 69.6%-8.3pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,396 | $3,175+7.0% | $5,081-33.2% | $3,470-2.1% |
| Admin fee / account holder | $116 | $5,596-97.9% | $13,411-99.1% | $4,888-97.6% |