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 6-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 | $25,896 | $73,867-64.9% | $143,757-82.0% | $68,494-62.2% |
| Participation rate | 58.1% | 66.7%-8.6pp | 80.3%-22.2pp | 67.9%-9.8pp |
| Annual return | -4.76% | 1.01%-5.8pp | -0.04%-4.7pp | -7.84%+3.1pp |
| Employer contribution / active EE | $2,072 | $3,184-34.9% | $4,951-58.1% | $2,596-20.2% |
| Participant deferral / active EE | $4,082 | $3,384+20.6% | $5,637-27.6% | $4,027+1.4% |
| Admin fee / account holder | $238 | $5,755-95.9% | $14,673-98.4% | $5,403-95.6% |