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 | $43,003 | $129,942-66.9% | $104,294-58.8% | $134,475-68.0% |
| Participation rate | 40.0% | 79.5%-39.5pp | 73.3%-33.3pp | 81.2%-41.2pp |
| Annual return | 0.00% | 42.03%-42.0pp | 24.61%-24.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,907 | $4,184-54.4% | $3,372-43.4% | $4,740-59.8% |
| Participant deferral / active EE | $5,889 | $5,588+5.4% | $4,625+27.3% | $6,400-8.0% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |