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 | $24,509 | $62,586-60.8% | $76,768-68.1% | $64,186-61.8% |
| Participation rate | 63.3% | 72.8%-9.5pp | 77.0%-13.6pp | 69.6%-6.2pp |
| Annual return | -5.11% | -1.95%-3.2pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $680 | $1,832-62.9% | $2,485-72.6% | $2,381-71.4% |
| Participant deferral / active EE | $2,063 | $3,145-34.4% | $3,852-46.4% | $3,470-40.5% |
| Admin fee / account holder | $46 | $4,667-99.0% | $6,675-99.3% | $4,888-99.1% |