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 | $15,492 | $96,484-83.9% | $75,886-79.6% | $152,861-89.9% |
| Participation rate | 26.7% | 76.2%-49.5pp | 69.3%-42.6pp | 82.4%-55.8pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,026 | $3,309-69.0% | $2,500-59.0% | $4,762-78.5% |
| Participant deferral / active EE | $2,328 | $4,553-48.9% | $3,603-35.4% | $5,850-60.2% |
| Admin fee / account holder | $105 | $8,078-98.7% | $5,418-98.1% | $11,596-99.1% |