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 7-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 | $11,484 | $108,642-89.4% | $74,701-84.6% | $152,861-92.5% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $344 | $1,503-77.1% | $1,084-68.3% | $4,762-92.8% |
| Participant deferral / active EE | $4,987 | $2,712+83.9% | $1,964+154.0% | $5,850-14.8% |
| Admin fee / account holder | $41 | $4,902-99.2% | $3,333-98.8% | $11,596-99.6% |