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 | $14,763 | $54,229-72.8% | $70,092-78.9% | $68,494-78.4% |
| Participation rate | 66.7% | 64.5%+2.2pp | 70.5%-3.8pp | 67.9%-1.2pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.73%-190.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $4,804 | $2,018+138.0% | $2,559+87.7% | $2,596+85.0% |
| Participant deferral / active EE | $5,498 | $2,956+86.0% | $3,849+42.8% | $4,027+36.5% |
| Admin fee / account holder | $92 | $4,694-98.0% | $6,267-98.5% | $5,403-98.3% |