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 | $36,855 | $43,327-14.9% | $59,878-38.4% | $64,186-42.6% |
| Participation rate | 56.8% | 69.2%-12.3pp | 74.7%-17.9pp | 69.6%-12.8pp |
| Annual return | -6.62% | -1.55%-5.1pp | 3.46%-10.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,091 | $2,028-46.2% | $2,722-59.9% | $2,381-54.2% |
| Participant deferral / active EE | $3,569 | $2,546+40.2% | $3,402+4.9% | $3,470+2.9% |
| Admin fee / account holder | $47 | $3,005-98.4% | $3,590-98.7% | $4,888-99.0% |