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 7-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 | $22,731 | $59,805-62.0% | $79,550-71.4% | $68,494-66.8% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -18.41% | -12.30%-6.1pp | 0.16%-18.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,589 | $1,505+5.6% | $2,413-34.2% | $2,596-38.8% |
| Participant deferral / active EE | $2,337 | $3,024-22.7% | $3,985-41.3% | $4,027-42.0% |
| Admin fee / account holder | $162 | $4,835-96.6% | $6,832-97.6% | $5,403-97.0% |