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 5-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 | $19,052 | $124,281-84.7% | $109,143-82.5% | $167,490-88.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $854 | $4,207-79.7% | $3,722-77.1% | $4,837-82.4% |
| Participant deferral / active EE | $8,470 | $5,255+61.2% | $4,653+82.0% | $6,341+33.6% |
| Admin fee / account holder | $89 | $7,970-98.9% | $6,752-98.7% | $12,309-99.3% |