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 | $37,143 | $85,202-56.4% | $172,739-78.5% | $72,985-49.1% |
| Participation rate | 52.7% | 70.1%-17.4pp | 82.6%-29.9pp | 69.5%-16.8pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,208 | $3,324-63.7% | $5,143-76.5% | $2,440-50.5% |
| Participant deferral / active EE | $2,679 | $3,260-17.8% | $5,198-48.5% | $3,607-25.7% |
| Admin fee / account holder | $252 | $5,884-95.7% | $13,954-98.2% | $5,124-95.1% |