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 5-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 | $11,801 | $136,179-91.3% | $98,755-88.1% | $167,490-93.0% |
| Participation rate | 50.0% | 70.2%-20.2pp | 65.7%-15.7pp | 82.1%-32.1pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.91%-49.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $471 | $2,631-82.1% | $2,067-77.2% | $4,837-90.3% |
| Participant deferral / active EE | $5,395 | $3,716+45.2% | $3,035+77.8% | $6,341-14.9% |
| Admin fee / account holder | $6 | $5,031-99.9% | $4,076-99.9% | $12,309-100.0% |