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 9-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 | $18,622 | $50,958-63.5% | $74,550-75.0% | $64,186-71.0% |
| Participation rate | 31.0% | 61.1%-30.1pp | 69.1%-38.2pp | 69.6%-38.6pp |
| Annual return | 10.38% | -1.86%+12.2pp | 32.53%-22.2pp | 7.63%+2.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,123 | $2,301-51.2% | $3,108-63.9% | $3,470-67.6% |
| Admin fee / account holder | $222 | $4,223-94.8% | $5,060-95.6% | $4,888-95.5% |