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 | $12,949 | $48,265-73.2% | $68,791-81.2% | $68,494-81.1% |
| Participation rate | 58.3% | 60.7%-2.3pp | 69.0%-10.7pp | 67.9%-9.6pp |
| Annual return | -16.52% | -12.71%-3.8pp | -6.38%-10.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,062 | $1,829-41.9% | $2,655-60.0% | $2,596-59.1% |
| Participant deferral / active EE | $1,532 | $2,867-46.6% | $3,941-61.1% | $4,027-62.0% |
| Admin fee / account holder | $290 | $4,355-93.3% | $4,932-94.1% | $5,403-94.6% |