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 4-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 | $19,412 | $105,860-81.7% | $90,749-78.6% | $134,475-85.6% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,698 | $3,462-22.1% | $2,921-7.6% | $4,740-43.1% |
| Participant deferral / active EE | $3,547 | $5,216-32.0% | $4,564-22.3% | $6,400-44.6% |
| Admin fee / account holder | $16 | $13,938-99.9% | $8,445-99.8% | $11,426-99.9% |