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 | $30,172 | $65,365-53.8% | $92,893-67.5% | $72,985-58.7% |
| Participation rate | 36.0% | 68.3%-32.3pp | 76.0%-40.0pp | 69.5%-33.5pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,349 | $2,594-48.0% | $3,653-63.1% | $2,440-44.7% |
| Participant deferral / active EE | $3,381 | $3,128+8.1% | $4,236-20.2% | $3,607-6.3% |
| Admin fee / account holder | $115 | $4,251-97.3% | $5,794-98.0% | $5,124-97.7% |