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 | $47,329 | $149,734-68.4% | $118,925-60.2% | $158,922-70.2% |
| Participation rate | 54.5% | 82.1%-27.5pp | 75.4%-20.8pp | 82.0%-27.4pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,422 | $4,115-65.4% | $3,263-56.4% | $4,761-70.1% |
| Participant deferral / active EE | $5,959 | $5,223+14.1% | $4,265+39.7% | $5,982-0.4% |
| Admin fee / account holder | $8 | $8,603-99.9% | $6,581-99.9% | $11,246-99.9% |