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 7-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 | $15,397 | $63,442-75.7% | $68,791-77.6% | $66,914-77.0% |
| Participation rate | 38.7% | 60.0%-21.3pp | 69.0%-30.3pp | 69.8%-31.1pp |
| Annual return | -17.57% | -8.29%-9.3pp | -6.38%-11.2pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,006 | $1,775-43.3% | $2,655-62.1% | $2,544-60.5% |
| Participant deferral / active EE | $1,507 | $2,945-48.8% | $3,941-61.8% | $4,237-64.4% |
| Admin fee / account holder | $254 | $577-55.9% | $4,932-94.8% | $593-57.1% |