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 | $36,546 | $84,233-56.6% | $170,442-78.6% | $70,131-47.9% |
| Participation rate | 55.6% | 70.8%-15.3pp | 83.6%-28.0pp | 69.5%-14.0pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,165 | $3,387-65.6% | $5,433-78.6% | $2,342-50.3% |
| Participant deferral / active EE | $1,912 | $3,086-38.1% | $4,939-61.3% | $3,332-42.6% |
| Admin fee / account holder | $2 | $5,698-100.0% | $13,880-100.0% | $4,645-99.9% |