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 | $34,986 | $35,183-0.6% | $73,545-52.4% | $70,131-50.1% |
| Participation rate | 16.1% | 42.9%-26.8pp | 54.9%-38.8pp | 69.5%-53.4pp |
| Annual return | 19.87% | 26.90%-7.0pp | -15.16%+35.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $141 | $709-80.1% | $1,219-88.4% | $2,342-94.0% |
| Participant deferral / active EE | $1,348 | $1,220+10.5% | $1,806-25.3% | $3,332-59.5% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |