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 | $8,234 | $92,703-91.1% | $82,719-90.0% | $134,475-93.9% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,105 | $3,274-35.7% | $3,009-30.0% | $4,740-55.6% |
| Participant deferral / active EE | $4,157 | $4,802-13.4% | $4,395-5.4% | $6,400-35.0% |
| Admin fee / account holder | $122 | $5,983-98.0% | $5,329-97.7% | $11,426-98.9% |