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 | $50,476 | $73,867-31.7% | $143,757-64.9% | $68,494-26.3% |
| Participation rate | 48.8% | 66.7%-17.8pp | 80.3%-31.5pp | 67.9%-19.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $472 | $3,184-85.2% | $4,951-90.5% | $2,596-81.8% |
| Participant deferral / active EE | $1,931 | $3,384-43.0% | $5,637-65.8% | $4,027-52.1% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |