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 | $14,957 | $96,635-84.5% | $86,612-82.7% | $139,434-89.3% |
| Participation rate | 61.5% | 74.4%-12.9pp | 71.7%-10.2pp | 80.3%-18.8pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,219 | $3,263-32.0% | $3,022-26.6% | $4,751-53.3% |
| Participant deferral / active EE | $6,216 | $4,836+28.5% | $4,438+40.1% | $6,710-7.4% |
| Admin fee / account holder | $23 | $6,408-99.6% | $5,614-99.6% | $11,403-99.8% |