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 | $23,283 | $165,335-85.9% | $149,696-84.4% | $158,922-85.3% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,334 | $5,103-73.9% | $4,644-71.3% | $4,761-72.0% |
| Participant deferral / active EE | $6,076 | $7,181-15.4% | $6,842-11.2% | $5,982+1.6% |
| Admin fee / account holder | $43 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |