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 | $69,373 | $95,862-27.6% | $79,550-12.8% | $134,475-48.4% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,476 | $3,128-52.8% | $2,413-38.8% | $4,740-68.9% |
| Participant deferral / active EE | $4,466 | $4,693-4.8% | $3,985+12.1% | $6,400-30.2% |
| Admin fee / account holder | $275 | $9,126-97.0% | $6,832-96.0% | $11,426-97.6% |