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 | $19,334 | $115,708-83.3% | $65,255-70.4% | $139,434-86.1% |
| Participation rate | 25.0% | 67.8%-42.8pp | 65.0%-40.0pp | 80.3%-55.3pp |
| Annual return | 0.00% | 31.19%-31.2pp | 47.35%-47.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $476 | $2,599-81.7% | $1,691-71.9% | $4,751-90.0% |
| Participant deferral / active EE | $4,080 | $4,240-3.8% | $2,831+44.1% | $6,710-39.2% |
| Admin fee / account holder | $182 | $6,698-97.3% | $4,112-95.6% | $11,403-98.4% |