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 7-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 | $34,287 | $65,365-47.5% | $92,893-63.1% | $72,985-53.0% |
| Participation rate | 52.0% | 68.3%-16.3pp | 76.0%-24.0pp | 69.5%-17.5pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $974 | $2,594-62.5% | $3,653-73.3% | $2,440-60.1% |
| Participant deferral / active EE | $2,461 | $3,128-21.3% | $4,236-41.9% | $3,607-31.8% |
| Admin fee / account holder | $265 | $4,251-93.8% | $5,794-95.4% | $5,124-94.8% |