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 | $60,826 | $64,707-6.0% | $112,228-45.8% | $68,494-11.2% |
| Participation rate | 56.0% | 67.2%-11.2pp | 75.1%-19.1pp | 67.9%-11.9pp |
| Annual return | -9.73% | -11.40%+1.7pp | 27.45%-37.2pp | -7.84%-1.9pp |
| Employer contribution / active EE | $1,395 | $2,746-49.2% | $3,635-61.6% | $2,596-46.3% |
| Participant deferral / active EE | $3,482 | $3,565-2.3% | $4,728-26.3% | $4,027-13.5% |
| Admin fee / account holder | -$93 | $5,232-101.8% | $6,410-101.5% | $5,403-101.7% |