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 | $31,745 | $107,334-70.4% | $92,893-65.8% | $152,861-79.2% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.4%-28.6pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,546 | $4,221-63.4% | $3,653-57.7% | $4,762-67.5% |
| Participant deferral / active EE | $3,704 | $4,845-23.6% | $4,236-12.6% | $5,850-36.7% |
| Admin fee / account holder | $15 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |