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 | $15,969 | $76,000-79.0% | $154,107-89.6% | $64,186-75.1% |
| Participation rate | 48.4% | 70.4%-22.0pp | 83.0%-34.6pp | 69.6%-21.2pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,158 | $3,351-65.5% | $5,298-78.1% | $2,381-51.4% |
| Participant deferral / active EE | $2,567 | $3,175-19.2% | $5,081-49.5% | $3,470-26.0% |
| Admin fee / account holder | $90 | $5,596-98.4% | $13,411-99.3% | $4,888-98.2% |