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 | $33,021 | $167,307-80.3% | $143,757-77.0% | $134,475-75.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $14,571 | $5,619+159.3% | $4,951+194.3% | $4,740+207.4% |
| Participant deferral / active EE | $7,525 | $6,446+16.7% | $5,637+33.5% | $6,400+17.6% |
| Admin fee / account holder | $75 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |