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 | $41,422 | $45,863-9.7% | $77,024-46.2% | $68,494-39.5% |
| Participation rate | 28.0% | 55.9%-27.9pp | 67.9%-39.9pp | 67.9%-39.9pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $414 | $1,650-74.9% | $2,812-85.3% | $2,596-84.0% |
| Participant deferral / active EE | $1,598 | $2,962-46.1% | $4,426-63.9% | $4,027-60.3% |
| Admin fee / account holder | $252 | $3,041-91.7% | $5,425-95.4% | $5,403-95.3% |