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 8-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 | $18,879 | $95,193-80.2% | $76,523-75.3% | $135,375-86.1% |
| Participation rate | 57.9% | 74.4%-16.5pp | 68.0%-10.1pp | 82.6%-24.7pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $910 | $3,302-72.4% | $2,647-65.6% | $4,779-81.0% |
| Participant deferral / active EE | $1,915 | $4,639-58.7% | $3,835-50.1% | $5,609-65.9% |
| Admin fee / account holder | $138 | $6,249-97.8% | $4,848-97.2% | $10,827-98.7% |