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 8-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 | $54,400 | $59,805-9.0% | $79,550-31.6% | $68,494-20.6% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -15.44% | -12.30%-3.1pp | 0.16%-15.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $818 | $1,505-45.7% | $2,413-66.1% | $2,596-68.5% |
| Participant deferral / active EE | $2,424 | $3,024-19.9% | $3,985-39.2% | $4,027-39.8% |
| Admin fee / account holder | $9 | $4,835-99.8% | $6,832-99.9% | $5,403-99.8% |