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 9-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 | $75,367 | $167,307-55.0% | $143,757-47.6% | $134,475-44.0% |
| Participation rate | 34.8% | 84.8%-50.0pp | 80.3%-45.5pp | 81.2%-46.4pp |
| Annual return | -1.19% | 0.46%-1.7pp | -0.04%-1.2pp | 417.96%-419.2pp |
| Employer contribution / active EE | $2,736 | $5,619-51.3% | $4,951-44.7% | $4,740-42.3% |
| Participant deferral / active EE | $4,560 | $6,446-29.3% | $5,637-19.1% | $6,400-28.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |