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 | $7,932 | $35,183-77.5% | $73,545-89.2% | $70,131-88.7% |
| Participation rate | 18.9% | 42.9%-24.0pp | 54.9%-36.0pp | 69.5%-50.6pp |
| Annual return | 34.51% | 26.90%+7.6pp | -15.16%+49.7pp | 73.14%-38.6pp |
| Employer contribution / active EE | $367 | $709-48.2% | $1,219-69.9% | $2,342-84.3% |
| Participant deferral / active EE | $957 | $1,220-21.5% | $1,806-47.0% | $3,332-71.3% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |