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 5-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 | $12,563 | $73,867-83.0% | $143,757-91.3% | $68,494-81.7% |
| Participation rate | 49.1% | 66.7%-17.6pp | 80.3%-31.2pp | 67.9%-18.8pp |
| Annual return | -17.50% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $838 | $3,184-73.7% | $4,951-83.1% | $2,596-67.7% |
| Participant deferral / active EE | $2,290 | $3,384-32.3% | $5,637-59.4% | $4,027-43.1% |
| Admin fee / account holder | $259 | $5,755-95.5% | $14,673-98.2% | $5,403-95.2% |