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 | $35,447 | $95,862-63.0% | $79,550-55.4% | $134,475-73.6% |
| Participation rate | 61.5% | 75.0%-13.5pp | 69.5%-7.9pp | 81.2%-19.7pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,531 | $3,128+44.8% | $2,413+87.7% | $4,740-4.4% |
| Participant deferral / active EE | $9,428 | $4,693+100.9% | $3,985+136.6% | $6,400+47.3% |
| Admin fee / account holder | $101 | $9,126-98.9% | $6,832-98.5% | $11,426-99.1% |