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 3-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 | $13,588 | $102,604-86.8% | $86,188-84.2% | $139,434-90.3% |
| Participation rate | 65.0% | 74.5%-9.5pp | 69.0%-4.0pp | 80.3%-15.3pp |
| Annual return | 0.00% | 1922.51%-1922.5pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,559 | $3,032-15.6% | $2,380+7.5% | $4,751-46.1% |
| Participant deferral / active EE | $4,280 | $4,676-8.5% | $3,985+7.4% | $6,710-36.2% |
| Admin fee / account holder | $18 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |