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 6-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 | $15,211 | $39,019-61.0% | $80,716-81.2% | $85,850-82.3% |
| Participation rate | 25.0% | 41.5%-16.5pp | 54.2%-29.2pp | 69.3%-44.3pp |
| Annual return | 18.56% | 26.27%-7.7pp | 87.28%-68.7pp | 318.53%-300.0pp |
| Employer contribution / active EE | $337 | $722-53.4% | $1,160-71.0% | $2,565-86.9% |
| Participant deferral / active EE | $1,760 | $1,326+32.7% | $2,146-18.0% | $3,952-55.5% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |