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 5-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 | $12,321 | $104,664-88.2% | $85,682-85.6% | $167,490-92.6% |
| Participation rate | 38.1% | 76.4%-38.3pp | 69.9%-31.8pp | 82.1%-44.0pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,013 | $3,337-69.6% | $2,618-61.3% | $4,837-79.1% |
| Participant deferral / active EE | $3,555 | $4,824-26.3% | $3,923-9.4% | $6,341-43.9% |
| Admin fee / account holder | $57 | $10,032-99.4% | $6,873-99.2% | $12,309-99.5% |