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 | $12,571 | $96,635-87.0% | $86,612-85.5% | $139,434-91.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $889 | $3,263-72.7% | $3,022-70.6% | $4,751-81.3% |
| Participant deferral / active EE | $2,916 | $4,836-39.7% | $4,438-34.3% | $6,710-56.5% |
| Admin fee / account holder | $79 | $6,408-98.8% | $5,614-98.6% | $11,403-99.3% |