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 6-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 | $23,937 | $108,172-77.9% | $77,482-69.1% | $158,922-84.9% |
| Participation rate | 7.1% | 64.4%-57.3pp | 54.2%-47.0pp | 82.0%-74.8pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $139 | $1,325-89.5% | $986-86.0% | $4,761-97.1% |
| Participant deferral / active EE | $1,334 | $2,456-45.7% | $1,861-28.3% | $5,982-77.7% |
| Admin fee / account holder | $6 | $3,708-99.8% | $2,858-99.8% | $11,246-99.9% |