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 | $41,746 | $167,307-75.0% | $143,757-71.0% | $134,475-69.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -16.80% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,181 | $5,619-61.2% | $4,951-55.9% | $4,740-54.0% |
| Participant deferral / active EE | $5,984 | $6,446-7.2% | $5,637+6.2% | $6,400-6.5% |
| Admin fee / account holder | $206 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |