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 | $7,804 | $84,402-90.8% | $61,373-87.3% | $134,475-94.2% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $846 | $1,544-45.2% | $1,159-27.0% | $4,740-82.2% |
| Participant deferral / active EE | $3,033 | $2,819+7.6% | $2,125+42.7% | $6,400-52.6% |
| Admin fee / account holder | $21 | $2,585-99.2% | $2,130-99.0% | $11,426-99.8% |