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 | $14,497 | $31,310-53.7% | $53,898-73.1% | $74,304-80.5% |
| Participation rate | 23.7% | 30.7%-6.9pp | 55.0%-31.2pp | 60.3%-36.6pp |
| Annual return | 16.91% | 23.16%-6.2pp | 528.60%-511.7pp | 29.43%-12.5pp |
| Employer contribution / active EE | $78 | $450-82.7% | $932-91.6% | $2,241-96.5% |
| Participant deferral / active EE | $574 | $934-38.5% | $1,826-68.5% | $3,767-84.8% |
| Admin fee / account holder | $173 | $2,175-92.1% | $2,491-93.1% | $2,969-94.2% |