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 | $41,368 | $82,664-50.0% | $125,339-67.0% | $68,494-39.6% |
| Participation rate | 52.1% | 75.0%-22.9pp | 82.4%-30.3pp | 67.9%-15.8pp |
| Annual return | -2.55% | -5.97%+3.4pp | 572.05%-574.6pp | -7.84%+5.3pp |
| Employer contribution / active EE | $1,618 | $3,381-52.1% | $4,814-66.4% | $2,596-37.7% |
| Participant deferral / active EE | $2,974 | $6,110-51.3% | $7,446-60.1% | $4,027-26.1% |
| Admin fee / account holder | $259 | $6,275-95.9% | $10,010-97.4% | $5,403-95.2% |