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 5-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 | $9,564 | $27,641-65.4% | $61,373-84.4% | $68,494-86.0% |
| Participation rate | 40.6% | 39.5%+1.1pp | 52.6%-11.9pp | 67.9%-27.3pp |
| Annual return | 4.81% | -13.24%+18.0pp | 338.61%-333.8pp | -7.84%+12.7pp |
| Employer contribution / active EE | $608 | $695-12.6% | $1,159-47.6% | $2,596-76.6% |
| Participant deferral / active EE | $1,874 | $1,263+48.3% | $2,125-11.8% | $4,027-53.5% |
| Admin fee / account holder | $135 | $2,010-93.3% | $2,130-93.7% | $5,403-97.5% |