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 | $16,399 | $34,308-52.2% | $74,701-78.0% | $72,985-77.5% |
| Participation rate | 49.2% | 42.4%+6.8pp | 54.5%-5.3pp | 69.5%-20.3pp |
| Annual return | 22.49% | 26.58%-4.1pp | 752.92%-730.4pp | 81.00%-58.5pp |
| Employer contribution / active EE | $527 | $692-23.8% | $1,084-51.3% | $2,440-78.4% |
| Participant deferral / active EE | $1,157 | $1,271-9.0% | $1,964-41.1% | $3,607-67.9% |
| Admin fee / account holder | $135 | $2,124-93.6% | $3,333-95.9% | $5,124-97.4% |