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 | $39,504 | $46,674-15.4% | $117,472-66.4% | $68,494-42.3% |
| Participation rate | 56.0% | 56.8%-0.8pp | 70.6%-14.6pp | 67.9%-11.9pp |
| Annual return | -15.75% | -14.52%-1.2pp | 29.74%-45.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,927 | $1,505+28.1% | $4,176-53.8% | $2,596-25.8% |
| Participant deferral / active EE | $2,038 | $2,636-22.7% | $4,070-49.9% | $4,027-49.4% |
| Admin fee / account holder | $173 | $4,020-95.7% | $5,645-96.9% | $5,403-96.8% |