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 | $41,010 | $95,862-57.2% | $79,550-48.4% | $134,475-69.5% |
| Participation rate | 30.8% | 75.0%-44.3pp | 69.5%-38.7pp | 81.2%-50.5pp |
| Annual return | -16.91% | -2.69%-14.2pp | 0.16%-17.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,085 | $3,128-33.4% | $2,413-13.6% | $4,740-56.0% |
| Participant deferral / active EE | $3,998 | $4,693-14.8% | $3,985+0.3% | $6,400-37.5% |
| Admin fee / account holder | $84 | $9,126-99.1% | $6,832-98.8% | $11,426-99.3% |