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 | $26,335 | $82,286-68.0% | $68,791-61.7% | $134,475-80.4% |
| Participation rate | 12.5% | 75.1%-62.6pp | 69.0%-56.5pp | 81.2%-68.7pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $729 | $3,301-77.9% | $2,655-72.6% | $4,740-84.6% |
| Participant deferral / active EE | $2,563 | $4,739-45.9% | $3,941-35.0% | $6,400-60.0% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |