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 | $39,255 | $50,958-23.0% | $74,550-47.3% | $64,186-38.8% |
| Participation rate | 37.0% | 61.1%-24.1pp | 69.1%-32.2pp | 69.6%-32.6pp |
| Annual return | -6.98% | -1.86%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $279 | $1,115-75.0% | $1,961-85.8% | $2,381-88.3% |
| Participant deferral / active EE | $1,337 | $2,301-41.9% | $3,108-57.0% | $3,470-61.5% |
| Admin fee / account holder | $24 | $4,223-99.4% | $5,060-99.5% | $4,888-99.5% |