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 | $38,436 | $86,286-55.5% | $111,297-65.5% | $85,850-55.2% |
| Participation rate | 41.8% | 73.3%-31.6pp | 77.3%-35.6pp | 69.3%-27.6pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,888 | $2,043+41.4% | $2,731+5.8% | $2,565+12.6% |
| Participant deferral / active EE | $2,281 | $3,641-37.3% | $4,487-49.2% | $3,952-42.3% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |