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 | $21,003 | $63,346-66.8% | $92,233-77.2% | $70,131-70.1% |
| Participation rate | 38.6% | 68.7%-30.0pp | 76.5%-37.8pp | 69.5%-30.9pp |
| Annual return | 21.15% | 530.12%-509.0pp | 176.28%-155.1pp | 73.14%-52.0pp |
| Employer contribution / active EE | $1,111 | $2,471-55.0% | $3,679-69.8% | $2,342-52.6% |
| Participant deferral / active EE | $1,785 | $2,854-37.5% | $3,897-54.2% | $3,332-46.4% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |