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 | $22,850 | $45,073-49.3% | $69,455-67.1% | $72,985-68.7% |
| Participation rate | 44.7% | 68.5%-23.8pp | 74.6%-29.9pp | 69.5%-24.7pp |
| Annual return | 25.66% | 22.65%+3.0pp | 28.97%-3.3pp | 81.00%-55.3pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,623 | $2,602-37.6% | $3,535-54.1% | $3,607-55.0% |
| Admin fee / account holder | $161 | $3,056-94.7% | $3,839-95.8% | $5,124-96.9% |