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 | $17,245 | $110,502-84.4% | $80,716-78.6% | $167,490-89.7% |
| Participation rate | 5.9% | 64.0%-58.1pp | 54.2%-48.3pp | 82.1%-76.2pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $46 | $1,543-97.0% | $1,160-96.0% | $4,837-99.0% |
| Participant deferral / active EE | $1,059 | $2,871-63.1% | $2,146-50.7% | $6,341-83.3% |
| Admin fee / account holder | $32 | $4,545-99.3% | $3,380-99.1% | $12,309-99.7% |