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 | $13,183 | $109,327-87.9% | $89,391-85.3% | $158,922-91.7% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $297 | $3,170-90.6% | $2,586-88.5% | $4,761-93.8% |
| Participant deferral / active EE | $3,343 | $4,598-27.3% | $3,890-14.1% | $5,982-44.1% |
| Admin fee / account holder | $36 | $6,153-99.4% | $4,881-99.3% | $11,246-99.7% |