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 7-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 | $8,335 | $32,117-74.0% | $71,086-88.3% | $64,186-87.0% |
| Participation rate | 35.2% | 42.7%-7.5pp | 54.7%-19.5pp | 69.6%-34.4pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $976 | $712+37.0% | $1,088-10.3% | $2,381-59.0% |
| Participant deferral / active EE | $1,813 | $1,263+43.5% | $1,874-3.3% | $3,470-47.8% |
| Admin fee / account holder | $95 | $2,759-96.6% | $3,082-96.9% | $4,888-98.1% |