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 | $32,719 | $82,286-60.2% | $68,791-52.4% | $134,475-75.7% |
| Participation rate | 63.2% | 75.1%-11.9pp | 69.0%-5.9pp | 81.2%-18.1pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $14,703 | $3,301+345.5% | $2,655+453.8% | $4,740+210.2% |
| Participant deferral / active EE | $5,120 | $4,739+8.1% | $3,941+29.9% | $6,400-20.0% |
| Admin fee / account holder | $51 | $6,481-99.2% | $4,932-99.0% | $11,426-99.6% |