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 9-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 | $24,544 | $43,723-43.9% | $121,196-79.7% | $64,186-61.8% |
| Participation rate | 67.9% | 58.3%+9.5pp | 71.7%-3.9pp | 69.6%-1.7pp |
| Annual return | -7.48% | 68.91%-76.4pp | 16.93%-24.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,321 | $1,296+1.9% | $4,022-67.2% | $2,381-44.5% |
| Participant deferral / active EE | $2,362 | $2,280+3.6% | $3,344-29.4% | $3,470-31.9% |
| Admin fee / account holder | $242 | $3,501-93.1% | $5,019-95.2% | $4,888-95.1% |