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 | $31,008 | $42,894-27.7% | $60,874-49.1% | $68,494-54.7% |
| Participation rate | 32.7% | 66.8%-34.1pp | 73.1%-40.4pp | 67.9%-35.2pp |
| Annual return | -17.20% | -13.98%-3.2pp | 16.90%-34.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $511 | $1,978-74.1% | $2,701-81.1% | $2,596-80.3% |
| Participant deferral / active EE | $933 | $2,867-67.4% | $3,817-75.5% | $4,027-76.8% |
| Admin fee / account holder | $182 | $3,101-94.1% | $3,224-94.4% | $5,403-96.6% |