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 | $28,073 | $45,863-38.8% | $77,024-63.6% | $68,494-59.0% |
| Participation rate | 49.4% | 55.9%-6.6pp | 67.9%-18.6pp | 67.9%-18.5pp |
| Annual return | -19.25% | 1.72%-21.0pp | 42.32%-61.6pp | -7.84%-11.4pp |
| Employer contribution / active EE | $871 | $1,650-47.2% | $2,812-69.0% | $2,596-66.5% |
| Participant deferral / active EE | $2,042 | $2,962-31.1% | $4,426-53.9% | $4,027-49.3% |
| Admin fee / account holder | $147 | $3,041-95.2% | $5,425-97.3% | $5,403-97.3% |