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 6-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 | $39,850 | $59,805-33.4% | $79,550-49.9% | $68,494-41.8% |
| Participation rate | 55.2% | 61.1%-5.9pp | 69.5%-14.3pp | 67.9%-12.7pp |
| Annual return | -19.31% | -12.30%-7.0pp | 0.16%-19.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,260 | $1,505-16.2% | $2,413-47.8% | $2,596-51.5% |
| Participant deferral / active EE | $2,603 | $3,024-13.9% | $3,985-34.7% | $4,027-35.4% |
| Admin fee / account holder | $19 | $4,835-99.6% | $6,832-99.7% | $5,403-99.7% |