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 3-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 | $36,359 | $77,899-53.3% | $149,673-75.7% | $75,163-51.6% |
| Participation rate | 22.0% | 65.6%-43.6pp | 78.8%-56.8pp | 67.2%-45.2pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $494 | $3,137-84.2% | $4,818-89.7% | $2,670-81.5% |
| Participant deferral / active EE | $1,309 | $3,411-61.6% | $5,680-77.0% | $4,125-68.3% |
| Admin fee / account holder | $68 | $5,956-98.9% | $13,210-99.5% | $5,651-98.8% |