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 | $21,323 | $37,426-43.0% | $77,482-72.5% | $79,858-73.3% |
| Participation rate | 61.5% | 41.5%+20.0pp | 54.2%+7.4pp | 69.6%-8.1pp |
| Annual return | 20.64% | 39.70%-19.1pp | 54.79%-34.1pp | 31.71%-11.1pp |
| Employer contribution / active EE | $487 | $637-23.5% | $986-50.6% | $2,471-80.3% |
| Participant deferral / active EE | $1,647 | $1,260+30.7% | $1,861-11.5% | $3,740-56.0% |
| Admin fee / account holder | $173 | $2,504-93.1% | $2,858-93.9% | $5,306-96.7% |