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 7-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 | $10,986 | $100,852-89.1% | $90,404-87.8% | $158,922-93.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $426 | $3,689-88.5% | $3,262-86.9% | $4,761-91.1% |
| Participant deferral / active EE | $909 | $4,348-79.1% | $3,963-77.1% | $5,982-84.8% |
| Admin fee / account holder | $62 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |