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 | $20,617 | $37,426-44.9% | $77,482-73.4% | $79,858-74.2% |
| Participation rate | 54.2% | 41.5%+12.7pp | 54.2%0pp | 69.6%-15.5pp |
| Annual return | 13.07% | 39.70%-26.6pp | 54.79%-41.7pp | 31.71%-18.6pp |
| Employer contribution / active EE | $459 | $637-28.0% | $986-53.5% | $2,471-81.4% |
| Participant deferral / active EE | $2,257 | $1,260+79.1% | $1,861+21.2% | $3,740-39.7% |
| Admin fee / account holder | $213 | $2,504-91.5% | $2,858-92.5% | $5,306-96.0% |