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 | $19,771 | $50,958-61.2% | $74,550-73.5% | $64,186-69.2% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.1%-11.5pp | 69.6%-11.9pp |
| Annual return | -7.15% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,189 | $1,115+6.6% | $1,961-39.4% | $2,381-50.1% |
| Participant deferral / active EE | $2,616 | $2,301+13.7% | $3,108-15.8% | $3,470-24.6% |
| Admin fee / account holder | $55 | $4,223-98.7% | $5,060-98.9% | $4,888-98.9% |