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 | $15,280 | $107,015-85.7% | $73,545-79.2% | $147,584-89.6% |
| Participation rate | 60.9% | 66.4%-5.5pp | 54.9%+5.9pp | 82.8%-22.0pp |
| Annual return | 23.90% | 38.25%-14.4pp | -15.16%+39.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $927 | $1,760-47.4% | $1,219-24.0% | $4,876-81.0% |
| Participant deferral / active EE | $2,806 | $2,462+14.0% | $1,806+55.4% | $5,439-48.4% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |