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 4-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 | $7,591 | $95,561-92.1% | $77,163-90.2% | $139,434-94.6% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 0.00% | 54.92%-54.9pp | 37.87%-37.9pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,200 | $3,147-61.9% | $2,535-52.7% | $4,751-74.7% |
| Participant deferral / active EE | $2,450 | $4,624-47.0% | $3,833-36.1% | $6,710-63.5% |
| Admin fee / account holder | $28 | $8,295-99.7% | $5,472-99.5% | $11,403-99.8% |