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 9-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 | $37,651 | $50,958-26.1% | $74,550-49.5% | $64,186-41.3% |
| Participation rate | 26.8% | 61.1%-34.2pp | 69.1%-42.3pp | 69.6%-42.7pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $428 | $1,115-61.6% | $1,961-78.2% | $2,381-82.0% |
| Participant deferral / active EE | $1,531 | $2,301-33.5% | $3,108-50.8% | $3,470-55.9% |
| Admin fee / account holder | $6 | $4,223-99.9% | $5,060-99.9% | $4,888-99.9% |