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 9-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 | $15,501 | $100,901-84.6% | $75,670-79.5% | $147,584-89.5% |
| Participation rate | 16.7% | 77.1%-60.5pp | 72.3%-55.7pp | 82.8%-66.2pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $843 | $3,253-74.1% | $2,352-64.2% | $4,876-82.7% |
| Participant deferral / active EE | $1,707 | $4,027-57.6% | $3,142-45.7% | $5,439-68.6% |
| Admin fee / account holder | $2 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |