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 | $15,636 | $64,432-75.7% | - | $139,434-88.8% |
| Participation rate | 28.6% | 66.0%-37.5pp | - | 80.3%-51.7pp |
| Annual return | 0.00% | 4.96%-5.0pp | - | 372.94%-372.9pp |
| Employer contribution / active EE | $223 | $6,830-96.7% | - | $4,751-95.3% |
| Participant deferral / active EE | $3,905 | $2,937+33.0% | - | $6,710-41.8% |
| Admin fee / account holder | $135 | $3,919-96.6% | - | $11,403-98.8% |