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 7-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 | $30,469 | $56,484-46.1% | $169,463-82.0% | $64,186-52.5% |
| Participation rate | 60.3% | 64.5%-4.2pp | 77.8%-17.5pp | 69.6%-9.3pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,363 | $1,832-25.6% | $4,159-67.2% | $2,381-42.7% |
| Participant deferral / active EE | $4,153 | $3,448+20.5% | $5,277-21.3% | $3,470+19.7% |
| Admin fee / account holder | $1 | $4,174-100.0% | $9,109-100.0% | $4,888-100.0% |