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 | $8,955 | $93,024-90.4% | $77,024-88.4% | $134,475-93.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | 0.36% | 62.60%-62.2pp | 42.32%-42.0pp | 417.96%-417.6pp |
| Employer contribution / active EE | $1,499 | $3,418-56.2% | $2,812-46.7% | $4,740-68.4% |
| Participant deferral / active EE | $3,210 | $5,238-38.7% | $4,426-27.5% | $6,400-49.8% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |