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 8-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 | $58,652 | $50,958+15.1% | $74,550-21.3% | $64,186-8.6% |
| Participation rate | 55.9% | 61.1%-5.2pp | 69.1%-13.3pp | 69.6%-13.7pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $367 | $1,115-67.1% | $1,961-81.3% | $2,381-84.6% |
| Participant deferral / active EE | $1,096 | $2,301-52.4% | $3,108-64.7% | $3,470-68.4% |
| Admin fee / account holder | $26 | $4,223-99.4% | $5,060-99.5% | $4,888-99.5% |