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 5-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 | $10,606 | $104,664-89.9% | $85,682-87.6% | $167,490-93.7% |
| Participation rate | 38.5% | 76.4%-37.9pp | 69.9%-31.4pp | 82.1%-43.6pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,034 | $3,337-69.0% | $2,618-60.5% | $4,837-78.6% |
| Participant deferral / active EE | $3,716 | $4,824-23.0% | $3,923-5.3% | $6,341-41.4% |
| Admin fee / account holder | $30 | $10,032-99.7% | $6,873-99.6% | $12,309-99.8% |