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 | $16,694 | $42,383-60.6% | $76,523-78.2% | $64,186-74.0% |
| Participation rate | 46.2% | 58.1%-12.0pp | 68.0%-21.8pp | 69.6%-23.4pp |
| Annual return | -7.18% | -16.54%+9.4pp | -0.27%-6.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $922 | $1,563-41.0% | $2,647-65.2% | $2,381-61.3% |
| Participant deferral / active EE | $2,166 | $2,566-15.6% | $3,835-43.5% | $3,470-37.6% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,848-100.0% | $4,888-100.0% |