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 | $22,698 | $74,879,922-100.0% | $40,145,923-99.9% | $273,961-91.7% |
| Participation rate | 40.0% | 74.1%-34.1pp | 68.4%-28.4pp | 83.0%-43.0pp |
| Annual return | 0.00% | 2.55%-2.5pp | 5.24%-5.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,065 | $2,350+30.4% | $1,844+66.2% | $4,869-37.1% |
| Participant deferral / active EE | $5,597 | $2,962+89.0% | $2,591+116.1% | $5,287+5.9% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,132-100.0% |