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 8-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 | $25,971 | $95,193-72.7% | $76,523-66.1% | $135,375-80.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,262 | $3,302-61.8% | $2,647-52.3% | $4,779-73.6% |
| Participant deferral / active EE | $6,041 | $4,639+30.2% | $3,835+57.5% | $5,609+7.7% |
| Admin fee / account holder | $72 | $6,249-98.8% | $4,848-98.5% | $10,827-99.3% |