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 | $47,371 | $35,183+34.6% | $73,545-35.6% | $70,131-32.5% |
| Participation rate | 6.3% | 42.9%-36.7pp | 54.9%-48.7pp | 69.5%-63.3pp |
| Annual return | 16.43% | 26.90%-10.5pp | -15.16%+31.6pp | 73.14%-56.7pp |
| Employer contribution / active EE | $237 | $709-66.6% | $1,219-80.6% | $2,342-89.9% |
| Participant deferral / active EE | $1,125 | $1,220-7.8% | $1,806-37.7% | $3,332-66.2% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |