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 | $13,258 | $56,114-76.4% | $96,139-86.2% | $85,850-84.6% |
| Participation rate | 40.0% | 56.7%-16.7pp | 68.4%-28.4pp | 69.3%-29.3pp |
| Annual return | 0.00% | 42.30%-42.3pp | 191.94%-191.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $854 | $1,620-47.3% | $2,797-69.5% | $2,565-66.7% |
| Participant deferral / active EE | $2,261 | $2,859-20.9% | $4,349-48.0% | $3,952-42.8% |
| Admin fee / account holder | $82 | $3,768-97.8% | $5,537-98.5% | $6,260-98.7% |