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 | $13,446 | $34,308-60.8% | $74,701-82.0% | $72,985-81.6% |
| Participation rate | 54.8% | 42.4%+12.4pp | 54.5%+0.3pp | 69.5%-14.7pp |
| Annual return | 85.21% | 26.58%+58.6pp | 752.92%-667.7pp | 81.00%+4.2pp |
| Employer contribution / active EE | $622 | $692-10.1% | $1,084-42.6% | $2,440-74.5% |
| Participant deferral / active EE | $1,340 | $1,271+5.4% | $1,964-31.7% | $3,607-62.8% |
| Admin fee / account holder | $5 | $2,124-99.8% | $3,333-99.8% | $5,124-99.9% |