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 | $25,105 | $73,867-66.0% | $143,757-82.5% | $68,494-63.3% |
| Participation rate | 46.7% | 66.7%-20.0pp | 80.3%-33.6pp | 67.9%-21.2pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $829 | $3,184-74.0% | $4,951-83.3% | $2,596-68.1% |
| Participant deferral / active EE | $2,836 | $3,384-16.2% | $5,637-49.7% | $4,027-29.6% |
| Admin fee / account holder | $13 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |