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 | $29,255 | $35,183-16.9% | $73,545-60.2% | $70,131-58.3% |
| Participation rate | 35.2% | 42.9%-7.7pp | 54.9%-19.7pp | 69.5%-34.4pp |
| Annual return | 18.58% | 26.90%-8.3pp | -15.16%+33.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $643 | $709-9.3% | $1,219-47.2% | $2,342-72.5% |
| Participant deferral / active EE | $1,317 | $1,220+8.0% | $1,806-27.1% | $3,332-60.5% |
| Admin fee / account holder | $266 | $2,302-88.5% | $2,320-88.6% | $4,645-94.3% |