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 | $18,609 | $45,863-59.4% | $77,024-75.8% | $68,494-72.8% |
| Participation rate | 44.4% | 55.9%-11.5pp | 67.9%-23.5pp | 67.9%-23.4pp |
| Annual return | -1.37% | 1.72%-3.1pp | 42.32%-43.7pp | -7.84%+6.5pp |
| Employer contribution / active EE | $908 | $1,650-45.0% | $2,812-67.7% | $2,596-65.0% |
| Participant deferral / active EE | $1,555 | $2,962-47.5% | $4,426-64.9% | $4,027-61.4% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |