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 | $83,345 | $49,177+69.5% | $79,464+4.9% | $64,186+29.9% |
| Participation rate | 41.4% | 65.0%-23.7pp | 73.3%-32.0pp | 69.6%-28.2pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,379 | $2,076-33.6% | $2,800-50.8% | $2,381-42.1% |
| Participant deferral / active EE | $3,175 | $2,821+12.5% | $3,704-14.3% | $3,470-8.5% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |