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 | $17,717 | $73,867-76.0% | $143,757-87.7% | $68,494-74.1% |
| Participation rate | 29.3% | 66.7%-37.4pp | 80.3%-51.0pp | 67.9%-38.6pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,355 | $3,184-57.4% | $4,951-72.6% | $2,596-47.8% |
| Participant deferral / active EE | $2,678 | $3,384-20.9% | $5,637-52.5% | $4,027-33.5% |
| Admin fee / account holder | $13 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |