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 7-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 | $9,830 | $45,863-78.6% | $77,024-87.2% | $68,494-85.6% |
| Participation rate | 29.6% | 55.9%-26.3pp | 67.9%-38.3pp | 67.9%-38.3pp |
| Annual return | -18.44% | 1.72%-20.2pp | 42.32%-60.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $603 | $1,650-63.5% | $2,812-78.6% | $2,596-76.8% |
| Participant deferral / active EE | $1,069 | $2,962-63.9% | $4,426-75.8% | $4,027-73.4% |
| Admin fee / account holder | $135 | $3,041-95.6% | $5,425-97.5% | $5,403-97.5% |