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 | $34,645 | $48,265-28.2% | $68,791-49.6% | $68,494-49.4% |
| Participation rate | 32.4% | 60.7%-28.3pp | 69.0%-36.7pp | 67.9%-35.5pp |
| Annual return | -19.01% | -12.71%-6.3pp | -6.38%-12.6pp | -7.84%-11.2pp |
| Employer contribution / active EE | $645 | $1,829-64.7% | $2,655-75.7% | $2,596-75.1% |
| Participant deferral / active EE | $2,468 | $2,867-13.9% | $3,941-37.4% | $4,027-38.7% |
| Admin fee / account holder | $102 | $4,355-97.7% | $4,932-97.9% | $5,403-98.1% |