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 | $66,058 | $64,707+2.1% | $112,228-41.1% | $68,494-3.6% |
| Participation rate | 56.3% | 67.2%-10.9pp | 75.1%-18.8pp | 67.9%-11.6pp |
| Annual return | -18.58% | -11.40%-7.2pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,830 | $2,746+3.1% | $3,635-22.1% | $2,596+9.0% |
| Participant deferral / active EE | $5,444 | $3,565+52.7% | $4,728+15.2% | $4,027+35.2% |
| Admin fee / account holder | $64 | $5,232-98.8% | $6,410-99.0% | $5,403-98.8% |