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 | $18,813 | $56,357-66.6% | $104,294-82.0% | $68,494-72.5% |
| Participation rate | 21.4% | 63.3%-41.8pp | 73.3%-51.8pp | 67.9%-46.5pp |
| Annual return | -16.34% | -9.19%-7.2pp | 24.61%-41.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $742 | $1,960-62.2% | $3,372-78.0% | $2,596-71.4% |
| Participant deferral / active EE | $1,203 | $3,077-60.9% | $4,625-74.0% | $4,027-70.1% |
| Admin fee / account holder | $132 | $4,903-97.3% | $7,339-98.2% | $5,403-97.6% |