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 10-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 | $45,700 | $53,596-14.7% | $90,645-49.6% | $64,186-28.8% |
| Participation rate | 56.0% | 64.5%-8.5pp | 74.0%-18.0pp | 69.6%-13.6pp |
| Annual return | -6.54% | 4.41%-11.0pp | 1.88%-8.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $335 | $1,503-77.7% | $2,532-86.8% | $2,381-85.9% |
| Participant deferral / active EE | $948 | $2,459-61.4% | $3,425-72.3% | $3,470-72.7% |
| Admin fee / account holder | $2 | $3,868-99.9% | $4,994-100.0% | $4,888-100.0% |