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 6-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 | $20,511 | $73,867-72.2% | $143,757-85.7% | $68,494-70.1% |
| Participation rate | 41.9% | 66.7%-24.7pp | 80.3%-38.4pp | 67.9%-26.0pp |
| Annual return | -17.86% | 1.01%-18.9pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,069 | $3,184-66.4% | $4,951-78.4% | $2,596-58.8% |
| Participant deferral / active EE | $2,269 | $3,384-33.0% | $5,637-59.8% | $4,027-43.7% |
| Admin fee / account holder | $20 | $5,755-99.7% | $14,673-99.9% | $5,403-99.6% |