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 | $26,598 | $53,162-50.0% | $91,220-70.8% | $68,494-61.2% |
| Participation rate | 64.0% | 63.2%+0.8pp | 73.2%-9.2pp | 67.9%-3.9pp |
| Annual return | -17.13% | -3.14%-14.0pp | 114.01%-131.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,560 | $1,709-8.8% | $2,850-45.3% | $2,596-39.9% |
| Participant deferral / active EE | $2,091 | $2,974-29.7% | $4,234-50.6% | $4,027-48.1% |
| Admin fee / account holder | $231 | $4,493-94.9% | $5,420-95.7% | $5,403-95.7% |