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 5-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 | $41,418 | $64,707-36.0% | $112,228-63.1% | $68,494-39.5% |
| Participation rate | 28.7% | 67.2%-38.4pp | 75.1%-46.3pp | 67.9%-39.2pp |
| Annual return | 7.80% | -11.40%+19.2pp | 27.45%-19.6pp | -7.84%+15.6pp |
| Employer contribution / active EE | $788 | $2,746-71.3% | $3,635-78.3% | $2,596-69.6% |
| Participant deferral / active EE | $2,080 | $3,565-41.6% | $4,728-56.0% | $4,027-48.3% |
| Admin fee / account holder | $167 | $5,232-96.8% | $6,410-97.4% | $5,403-96.9% |