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 | $11,025 | $25,723-57.1% | $69,182-84.1% | $55,167-80.0% |
| Participation rate | 18.7% | 39.4%-20.7pp | 55.1%-36.4pp | 69.0%-50.3pp |
| Annual return | 8.44% | 9.56%-1.1pp | -21.93%+30.4pp | 169.23%-160.8pp |
| Employer contribution / active EE | $263 | $480-45.3% | $1,206-78.2% | $1,963-86.6% |
| Participant deferral / active EE | $567 | $963-41.1% | $1,897-70.1% | $3,054-81.4% |
| Admin fee / account holder | $113 | $365-69.0% | $2,697-95.8% | $504-77.6% |