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 6-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 | $8,922 | $104,106-91.4% | $71,086-87.4% | $135,375-93.4% |
| Participation rate | 15.0% | 65.7%-50.7pp | 54.7%-39.7pp | 82.6%-67.6pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $143 | $1,485-90.4% | $1,088-86.8% | $4,779-97.0% |
| Participant deferral / active EE | $1,289 | $2,527-49.0% | $1,874-31.2% | $5,609-77.0% |
| Admin fee / account holder | $22 | $4,142-99.5% | $3,082-99.3% | $10,827-99.8% |