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 9-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 | $31,507 | $48,265-34.7% | $68,791-54.2% | $68,494-54.0% |
| Participation rate | 44.1% | 60.7%-16.6pp | 69.0%-25.0pp | 67.9%-23.8pp |
| Annual return | -1.72% | -12.71%+11.0pp | -6.38%+4.7pp | -7.84%+6.1pp |
| Employer contribution / active EE | $1,030 | $1,829-43.7% | $2,655-61.2% | $2,596-60.3% |
| Participant deferral / active EE | $2,471 | $2,867-13.8% | $3,941-37.3% | $4,027-38.6% |
| Admin fee / account holder | $211 | $4,355-95.2% | $4,932-95.7% | $5,403-96.1% |