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 | $11,563 | $84,402-86.3% | $61,373-81.2% | $134,475-91.4% |
| Participation rate | 46.7% | 62.2%-15.5pp | 52.6%-5.9pp | 81.2%-34.6pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $857 | $1,544-44.5% | $1,159-26.0% | $4,740-81.9% |
| Participant deferral / active EE | $4,635 | $2,819+64.4% | $2,125+118.1% | $6,400-27.6% |
| Admin fee / account holder | $14 | $2,585-99.4% | $2,130-99.3% | $11,426-99.9% |