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 | $11,282 | $93,024-87.9% | $77,024-85.4% | $134,475-91.6% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $800 | $3,418-76.6% | $2,812-71.6% | $4,740-83.1% |
| Participant deferral / active EE | $4,000 | $5,238-23.6% | $4,426-9.6% | $6,400-37.5% |
| Admin fee / account holder | $8 | $6,944-99.9% | $5,425-99.9% | $11,426-99.9% |