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 | $20,156 | $59,805-66.3% | $79,550-74.7% | $68,494-70.6% |
| Participation rate | 65.9% | 61.1%+4.8pp | 69.5%-3.6pp | 67.9%-2.0pp |
| Annual return | -5.64% | -12.30%+6.7pp | 0.16%-5.8pp | -7.84%+2.2pp |
| Employer contribution / active EE | $1,274 | $1,505-15.4% | $2,413-47.2% | $2,596-50.9% |
| Participant deferral / active EE | $2,896 | $3,024-4.2% | $3,985-27.3% | $4,027-28.1% |
| Admin fee / account holder | $182 | $4,835-96.2% | $6,832-97.3% | $5,403-96.6% |