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 | $41,661 | $25,979+60.4% | $71,735-41.9% | $68,494-39.2% |
| Participation rate | 54.8% | 54.5%+0.3pp | 62.3%-7.5pp | 67.9%-13.0pp |
| Annual return | -17.87% | -15.10%-2.8pp | 9.14%-27.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $439 | $900-51.3% | $1,704-74.2% | $2,596-83.1% |
| Participant deferral / active EE | $4,165 | $1,522+173.7% | $2,658+56.7% | $4,027+3.4% |
| Admin fee / account holder | $116 | $2,022-94.3% | $3,974-97.1% | $5,403-97.9% |