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 7-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 | $17,087 | $107,334-84.1% | $92,893-81.6% | $152,861-88.8% |
| Participation rate | 47.6% | 79.8%-32.2pp | 76.0%-28.4pp | 82.4%-34.8pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,729 | $4,221-59.0% | $3,653-52.7% | $4,762-63.7% |
| Participant deferral / active EE | $3,637 | $4,845-24.9% | $4,236-14.2% | $5,850-37.8% |
| Admin fee / account holder | $96 | $7,079-98.6% | $5,794-98.3% | $11,596-99.2% |