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 6-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 | $33,118 | $59,805-44.6% | $79,550-58.4% | $68,494-51.6% |
| Participation rate | 37.5% | 61.1%-23.6pp | 69.5%-32.0pp | 67.9%-30.4pp |
| Annual return | -16.26% | -12.30%-4.0pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,182 | $1,505-21.5% | $2,413-51.0% | $2,596-54.5% |
| Participant deferral / active EE | $3,640 | $3,024+20.4% | $3,985-8.7% | $4,027-9.6% |
| Admin fee / account holder | $179 | $4,835-96.3% | $6,832-97.4% | $5,403-96.7% |