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 | $19,093 | $30,732-37.9% | $59,496-67.9% | $59,632-68.0% |
| Participation rate | 61.3% | 43.2%+18.1pp | 54.6%+6.7pp | 68.7%-7.4pp |
| Annual return | 0.81% | 4.47%-3.7pp | 182.05%-181.2pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $169 | $631-73.2% | $1,153-85.4% | $2,203-92.3% |
| Participant deferral / active EE | $1,320 | $1,183+11.6% | $1,829-27.8% | $3,192-58.6% |
| Admin fee / account holder | $107 | $2,136-95.0% | $2,232-95.2% | $4,297-97.5% |