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 | $49,120 | $71,883-31.7% | $86,677-43.3% | $68,494-28.3% |
| Participation rate | 59.0% | 72.2%-13.3pp | 76.6%-17.6pp | 67.9%-8.9pp |
| Annual return | -17.75% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,385 | $2,173-36.3% | $2,836-51.2% | $2,596-46.7% |
| Participant deferral / active EE | $2,314 | $3,779-38.7% | $4,656-50.3% | $4,027-42.5% |
| Admin fee / account holder | $144 | $6,112-97.6% | $7,493-98.1% | $5,403-97.3% |