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 6-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 | $21,793 | $71,809-69.7% | $61,048-64.3% | $152,861-85.7% |
| Participation rate | 37.5% | 84.2%-46.7pp | 79.3%-41.8pp | 82.4%-44.9pp |
| Annual return | 0.00% | 29.74%-29.7pp | 26.18%-26.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $5,676 | $4,545+24.9% | $3,716+52.7% | $4,762+19.2% |
| Participant deferral / active EE | $2,421 | $5,467-55.7% | $4,470-45.8% | $5,850-58.6% |
| Admin fee / account holder | $3 | $4,750-99.9% | $3,728-99.9% | $11,596-100.0% |