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 10-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 | $27,439 | $53,018-48.2% | $70,014-60.8% | $62,891-56.4% |
| Participation rate | 18.2% | 67.2%-49.0pp | 71.8%-53.6pp | 69.3%-51.1pp |
| Annual return | 0.00% | 13.35%-13.3pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $4,544 | $1,799+152.6% | $2,338+94.3% | $2,281+99.2% |
| Participant deferral / active EE | $1,036 | $2,395-56.7% | $2,931-64.6% | $3,203-67.7% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,380-100.0% | $4,296-100.0% |