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 | $23,047 | $129,942-82.3% | $104,294-77.9% | $134,475-82.9% |
| Participation rate | 23.5% | 79.5%-56.0pp | 73.3%-49.7pp | 81.2%-57.7pp |
| Annual return | 0.00% | 42.03%-42.0pp | 24.61%-24.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $988 | $4,184-76.4% | $3,372-70.7% | $4,740-79.2% |
| Participant deferral / active EE | $4,435 | $5,588-20.6% | $4,625-4.1% | $6,400-30.7% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |