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 | $10,998 | $82,286-86.6% | $68,791-84.0% | $134,475-91.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $519 | $3,301-84.3% | $2,655-80.4% | $4,740-89.0% |
| Participant deferral / active EE | $6,652 | $4,739+40.4% | $3,941+68.8% | $6,400+3.9% |
| Admin fee / account holder | $43 | $6,481-99.3% | $4,932-99.1% | $11,426-99.6% |