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 4-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 | $13,348 | $152,509-91.2% | $117,472-88.6% | $134,475-90.1% |
| Participation rate | 40.0% | 77.1%-37.1pp | 70.6%-30.6pp | 81.2%-41.2pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $886 | $5,571-84.1% | $4,176-78.8% | $4,740-81.3% |
| Participant deferral / active EE | $4,387 | $4,818-9.0% | $4,070+7.8% | $6,400-31.5% |
| Admin fee / account holder | $17 | $7,004-99.8% | $5,645-99.7% | $11,426-99.9% |