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 8-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 | $19,331 | $84,233-77.1% | $170,442-88.7% | $70,131-72.4% |
| Participation rate | 39.1% | 70.8%-31.8pp | 83.6%-44.5pp | 69.5%-30.5pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $660 | $3,387-80.5% | $5,433-87.9% | $2,342-71.8% |
| Participant deferral / active EE | $1,455 | $3,086-52.9% | $4,939-70.5% | $3,332-56.3% |
| Admin fee / account holder | $40 | $5,698-99.3% | $13,880-99.7% | $4,645-99.1% |