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 | $10,675 | $84,402-87.4% | $61,373-82.6% | $134,475-92.1% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $363 | $1,544-76.5% | $1,159-68.7% | $4,740-92.3% |
| Participant deferral / active EE | $727 | $2,819-74.2% | $2,125-65.8% | $6,400-88.6% |
| Admin fee / account holder | $38 | $2,585-98.5% | $2,130-98.2% | $11,426-99.7% |