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 | $93,994 | $82,286+14.2% | $68,791+36.6% | $134,475-30.1% |
| Participation rate | 69.2% | 75.1%-5.8pp | 69.0%+0.2pp | 81.2%-12.0pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,687 | $3,301-48.9% | $2,655-36.5% | $4,740-64.4% |
| Participant deferral / active EE | $3,903 | $4,739-17.6% | $3,941-1.0% | $6,400-39.0% |
| Admin fee / account holder | $151 | $6,481-97.7% | $4,932-96.9% | $11,426-98.7% |