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 | $34,670 | $53,127-34.7% | $86,590-60.0% | $70,131-50.6% |
| Participation rate | 64.7% | 65.3%-0.6pp | 73.5%-8.8pp | 69.5%-4.8pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,542 | $2,068-25.4% | $2,839-45.7% | $2,342-34.2% |
| Participant deferral / active EE | $2,882 | $2,696+6.9% | $3,609-20.1% | $3,332-13.5% |
| Admin fee / account holder | $206 | $3,585-94.2% | $4,906-95.8% | $4,645-95.6% |