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 | $46,666 | $71,883-35.1% | $86,677-46.2% | $68,494-31.9% |
| Participation rate | 55.9% | 72.2%-16.4pp | 76.6%-20.7pp | 67.9%-12.0pp |
| Annual return | -11.72% | 3.52%-15.2pp | 35.91%-47.6pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,422 | $2,173-34.6% | $2,836-49.9% | $2,596-45.2% |
| Participant deferral / active EE | $2,665 | $3,779-29.5% | $4,656-42.7% | $4,027-33.8% |
| Admin fee / account holder | $248 | $6,112-95.9% | $7,493-96.7% | $5,403-95.4% |