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 10-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 | $22,851 | $73,867-69.1% | $143,757-84.1% | $68,494-66.6% |
| Participation rate | 48.1% | 66.7%-18.5pp | 80.3%-32.2pp | 67.9%-19.7pp |
| Annual return | -6.64% | 1.01%-7.6pp | -0.04%-6.6pp | -7.84%+1.2pp |
| Employer contribution / active EE | $1,823 | $3,184-42.8% | $4,951-63.2% | $2,596-29.8% |
| Participant deferral / active EE | $2,949 | $3,384-12.9% | $5,637-47.7% | $4,027-26.8% |
| Admin fee / account holder | $104 | $5,755-98.2% | $14,673-99.3% | $5,403-98.1% |