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 | $32,228 | $64,707-50.2% | $112,228-71.3% | $68,494-52.9% |
| Participation rate | 48.5% | 67.2%-18.7pp | 75.1%-26.6pp | 67.9%-19.4pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,121 | $2,746-59.2% | $3,635-69.2% | $2,596-56.8% |
| Participant deferral / active EE | $3,966 | $3,565+11.3% | $4,728-16.1% | $4,027-1.5% |
| Admin fee / account holder | $285 | $5,232-94.6% | $6,410-95.6% | $5,403-94.7% |