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 6-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 | $34,459 | $50,958-32.4% | $74,550-53.8% | $64,186-46.3% |
| Participation rate | 60.5% | 61.1%-0.5pp | 69.1%-8.6pp | 69.6%-9.0pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,748 | $1,115+56.7% | $1,961-10.9% | $2,381-26.6% |
| Participant deferral / active EE | $4,230 | $2,301+83.8% | $3,108+36.1% | $3,470+21.9% |
| Admin fee / account holder | $173 | $4,223-95.9% | $5,060-96.6% | $4,888-96.5% |