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 9-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 | $43,908 | $64,707-32.1% | $112,228-60.9% | $68,494-35.9% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | -16.85% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,304 | $2,746-16.1% | $3,635-36.6% | $2,596-11.3% |
| Participant deferral / active EE | $4,190 | $3,565+17.5% | $4,728-11.4% | $4,027+4.0% |
| Admin fee / account holder | $244 | $5,232-95.3% | $6,410-96.2% | $5,403-95.5% |