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 | $12,816 | $111,724-88.5% | $93,606-86.3% | $145,922-91.2% |
| Participation rate | 35.7% | 74.2%-38.5pp | 68.7%-33.0pp | 80.3%-44.6pp |
| Annual return | 0.00% | 202.98%-203.0pp | 133.20%-133.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $593 | $3,090-80.8% | $2,420-75.5% | $4,660-87.3% |
| Participant deferral / active EE | $3,587 | $4,912-27.0% | $4,411-18.7% | $6,688-46.4% |
| Admin fee / account holder | $47 | $10,250-99.5% | $8,285-99.4% | $13,397-99.6% |