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 8-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 | $32,839 | $42,894-23.4% | $60,874-46.1% | $68,494-52.1% |
| Participation rate | 25.0% | 66.8%-41.8pp | 73.1%-48.1pp | 67.9%-42.9pp |
| Annual return | -16.82% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $755 | $1,978-61.8% | $2,701-72.1% | $2,596-70.9% |
| Participant deferral / active EE | $1,972 | $2,867-31.2% | $3,817-48.3% | $4,027-51.0% |
| Admin fee / account holder | $43 | $3,101-98.6% | $3,224-98.7% | $5,403-99.2% |