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 9-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 | $13,468 | $107,015-87.4% | $73,545-81.7% | $147,584-90.9% |
| Participation rate | 36.4% | 66.4%-30.0pp | 54.9%-18.6pp | 82.8%-46.5pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.55%-578.5pp |
| Employer contribution / active EE | $406 | $1,760-76.9% | $1,219-66.7% | $4,876-91.7% |
| Participant deferral / active EE | $4,439 | $2,462+80.3% | $1,806+145.8% | $5,439-18.4% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |