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 | $18,712 | $59,805-68.7% | $79,550-76.5% | $68,494-72.7% |
| Participation rate | 63.6% | 61.1%+2.6pp | 69.5%-5.8pp | 67.9%-4.3pp |
| Annual return | -13.94% | -12.30%-1.6pp | 0.16%-14.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $668 | $1,505-55.6% | $2,413-72.3% | $2,596-74.3% |
| Participant deferral / active EE | $1,512 | $3,024-50.0% | $3,985-62.1% | $4,027-62.5% |
| Admin fee / account holder | $183 | $4,835-96.2% | $6,832-97.3% | $5,403-96.6% |