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 | $12,581 | $133,958-90.6% | $112,228-88.8% | $134,475-90.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,125 | $4,038-72.1% | $3,635-69.1% | $4,740-76.3% |
| Participant deferral / active EE | $8,949 | $5,291+69.2% | $4,728+89.3% | $6,400+39.8% |
| Admin fee / account holder | $8 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |