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 | $13,606 | $92,703-85.3% | $82,719-83.6% | $134,475-89.9% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.4pp | 81.2%-35.1pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,097 | $3,274-36.0% | $3,009-30.3% | $4,740-55.8% |
| Participant deferral / active EE | $4,422 | $4,802-7.9% | $4,395+0.6% | $6,400-30.9% |
| Admin fee / account holder | $76 | $5,983-98.7% | $5,329-98.6% | $11,426-99.3% |