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 | $5,761 | $110,502-94.8% | $80,716-92.9% | $167,490-96.6% |
| Participation rate | 21.7% | 64.0%-42.2pp | 54.2%-32.4pp | 82.1%-60.4pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $241 | $1,543-84.4% | $1,160-79.2% | $4,837-95.0% |
| Participant deferral / active EE | $1,009 | $2,871-64.9% | $2,146-53.0% | $6,341-84.1% |
| Admin fee / account holder | $207 | $4,545-95.5% | $3,380-93.9% | $12,309-98.3% |