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 | $40,248 | $59,805-32.7% | $79,550-49.4% | $68,494-41.2% |
| Participation rate | 51.7% | 61.1%-9.3pp | 69.5%-17.8pp | 67.9%-16.2pp |
| Annual return | -12.07% | -12.30%+0.2pp | 0.16%-12.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $611 | $1,505-59.4% | $2,413-74.7% | $2,596-76.5% |
| Participant deferral / active EE | $1,435 | $3,024-52.5% | $3,985-64.0% | $4,027-64.4% |
| Admin fee / account holder | $168 | $4,835-96.5% | $6,832-97.5% | $5,403-96.9% |