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 | $20,076 | $73,867-72.8% | $143,757-86.0% | $68,494-70.7% |
| Participation rate | 51.4% | 66.7%-15.3pp | 80.3%-29.0pp | 67.9%-16.5pp |
| Annual return | -14.97% | 1.01%-16.0pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $819 | $3,184-74.3% | $4,951-83.5% | $2,596-68.5% |
| Participant deferral / active EE | $1,981 | $3,384-41.5% | $5,637-64.9% | $4,027-50.8% |
| Admin fee / account holder | $260 | $5,755-95.5% | $14,673-98.2% | $5,403-95.2% |