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 4-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 | $43,989 | $95,862-54.1% | $79,550-44.7% | $134,475-67.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $11,483 | $3,128+267.1% | $2,413+375.9% | $4,740+142.3% |
| Participant deferral / active EE | $10,250 | $4,693+118.4% | $3,985+157.2% | $6,400+60.2% |
| Admin fee / account holder | $5 | $9,126-99.9% | $6,832-99.9% | $11,426-100.0% |