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 3-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 | $12,999 | $156,846-91.7% | $121,098-89.3% | $139,434-90.7% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 0.00% | 1474.56%-1474.6pp | 985.75%-985.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $477 | $5,536-91.4% | $4,164-88.5% | $4,751-90.0% |
| Participant deferral / active EE | $7,345 | $4,844+51.6% | $4,080+80.0% | $6,710+9.5% |
| Admin fee / account holder | $2 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |