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 | $43,321 | $57,354-24.5% | $83,848-48.3% | $64,186-32.5% |
| Participation rate | 48.1% | 68.6%-20.5pp | 76.1%-28.0pp | 69.6%-21.4pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,523 | $2,993+17.7% | $4,082-13.7% | $3,470+1.5% |
| Admin fee / account holder | $34 | $4,046-99.2% | $5,478-99.4% | $4,888-99.3% |