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 | $23,950 | $183,519-86.9% | $155,509-84.6% | $145,922-83.6% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 0.00% | 61.17%-61.2pp | 64.67%-64.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,374 | $5,313-74.1% | $4,672-70.6% | $4,660-70.5% |
| Participant deferral / active EE | $4,212 | $6,462-34.8% | $5,626-25.1% | $6,688-37.0% |
| Admin fee / account holder | $96 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |