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 | $45,338 | $64,707-29.9% | $112,228-59.6% | $68,494-33.8% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -14.96% | -11.40%-3.6pp | 27.45%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,319 | $2,746+57.3% | $3,635+18.8% | $2,596+66.3% |
| Participant deferral / active EE | $4,867 | $3,565+36.5% | $4,728+3.0% | $4,027+20.9% |
| Admin fee / account holder | $134 | $5,232-97.4% | $6,410-97.9% | $5,403-97.5% |