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 5-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 | $76,240 | $167,307-54.4% | $143,757-47.0% | $134,475-43.3% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | 0.24% | 0.46%-0.2pp | -0.04%+0.3pp | 417.96%-417.7pp |
| Employer contribution / active EE | $2,235 | $5,619-60.2% | $4,951-54.8% | $4,740-52.8% |
| Participant deferral / active EE | $10,800 | $6,446+67.6% | $5,637+91.6% | $6,400+68.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |