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 | $20,074 | $45,073-55.5% | $69,455-71.1% | $72,985-72.5% |
| Participation rate | 16.0% | 68.5%-52.5pp | 74.6%-58.6pp | 69.5%-53.5pp |
| Annual return | 20.36% | 22.65%-2.3pp | 28.97%-8.6pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $800 | $2,602-69.3% | $3,535-77.4% | $3,607-77.8% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |