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 | $9,021 | $152,509-94.1% | $117,472-92.3% | $134,475-93.3% |
| Participation rate | 20.0% | 77.1%-57.1pp | 70.6%-50.6pp | 81.2%-61.2pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $406 | $5,571-92.7% | $4,176-90.3% | $4,740-91.4% |
| Participant deferral / active EE | $406 | $4,818-91.6% | $4,070-90.0% | $6,400-93.7% |
| Admin fee / account holder | $27 | $7,004-99.6% | $5,645-99.5% | $11,426-99.8% |