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 | $23,840 | $73,867-67.7% | $143,757-83.4% | $68,494-65.2% |
| Participation rate | 46.2% | 66.7%-20.5pp | 80.3%-34.2pp | 67.9%-21.7pp |
| Annual return | -9.62% | 1.01%-10.6pp | -0.04%-9.6pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,301 | $3,184-59.1% | $4,951-73.7% | $2,596-49.9% |
| Participant deferral / active EE | $3,377 | $3,384-0.2% | $5,637-40.1% | $4,027-16.1% |
| Admin fee / account holder | $139 | $5,755-97.6% | $14,673-99.0% | $5,403-97.4% |