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 | $35,984 | $71,883-49.9% | $86,677-58.5% | $68,494-47.5% |
| Participation rate | 65.4% | 72.2%-6.9pp | 76.6%-11.2pp | 67.9%-2.5pp |
| Annual return | -8.26% | 3.52%-11.8pp | 35.91%-44.2pp | -7.84%-0.4pp |
| Employer contribution / active EE | $2,097 | $2,173-3.5% | $2,836-26.1% | $2,596-19.2% |
| Participant deferral / active EE | $3,465 | $3,779-8.3% | $4,656-25.6% | $4,027-14.0% |
| Admin fee / account holder | $201 | $6,112-96.7% | $7,493-97.3% | $5,403-96.3% |