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 5-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 | $82,481 | $78,672+4.8% | $109,143-24.4% | $85,850-3.9% |
| Participation rate | 33.3% | 68.3%-34.9pp | 75.9%-42.5pp | 69.3%-36.0pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $713 | $2,735-73.9% | $3,722-80.9% | $2,565-72.2% |
| Participant deferral / active EE | $1,507 | $3,467-56.5% | $4,653-67.6% | $3,952-61.9% |
| Admin fee / account holder | $226 | $5,469-95.9% | $6,752-96.7% | $6,260-96.4% |