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 | $8,909 | $45,863-80.6% | $77,024-88.4% | $68,494-87.0% |
| Participation rate | 68.0% | 55.9%+12.1pp | 67.9%+0.1pp | 67.9%+0.1pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,325 | $1,650+40.9% | $2,812-17.3% | $2,596-10.5% |
| Participant deferral / active EE | $4,445 | $2,962+50.1% | $4,426+0.4% | $4,027+10.4% |
| Admin fee / account holder | $95 | $3,041-96.9% | $5,425-98.3% | $5,403-98.2% |