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 | $37,227 | $109,359-66.0% | $162,163-77.0% | $72,985-49.0% |
| Participation rate | 59.3% | 84.3%-25.0pp | 87.6%-28.3pp | 69.5%-10.2pp |
| Annual return | 0.00% | 25.46%-25.5pp | 115.59%-115.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,883 | $3,907-26.2% | $5,614-48.6% | $2,440+18.2% |
| Participant deferral / active EE | $6,163 | $5,481+12.4% | $7,298-15.6% | $3,607+70.8% |
| Admin fee / account holder | $194 | $7,972-97.6% | $10,843-98.2% | $5,124-96.2% |