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 | $12,919 | $117,690-89.0% | $71,735-82.0% | $134,475-90.4% |
| Participation rate | 66.7% | 68.8%-2.2pp | 62.3%+4.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | 25.44%-25.4pp | 9.14%-9.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,823 | $2,525+11.8% | $1,704+65.7% | $4,740-40.4% |
| Participant deferral / active EE | $6,156 | $3,759+63.8% | $2,658+131.6% | $6,400-3.8% |
| Admin fee / account holder | $101 | $6,379-98.4% | $3,974-97.5% | $11,426-99.1% |