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 5-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 | $11,498 | $39,019-70.5% | $80,716-85.8% | $85,850-86.6% |
| Participation rate | 40.0% | 41.5%-1.5pp | 54.2%-14.2pp | 69.3%-29.3pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $355 | $722-50.8% | $1,160-69.4% | $2,565-86.1% |
| Participant deferral / active EE | $543 | $1,326-59.1% | $2,146-74.7% | $3,952-86.3% |
| Admin fee / account holder | $25 | $2,431-99.0% | $3,380-99.3% | $6,260-99.6% |