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 | $43,277 | $91,190-52.5% | $178,490-75.8% | $79,858-45.8% |
| Participation rate | 34.2% | 69.2%-35.0pp | 81.9%-47.7pp | 69.6%-35.4pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $712 | $3,256-78.1% | $5,011-85.8% | $2,471-71.2% |
| Participant deferral / active EE | $1,910 | $3,236-41.0% | $5,202-63.3% | $3,740-48.9% |
| Admin fee / account holder | $40 | $6,751-99.4% | $13,984-99.7% | $5,306-99.2% |