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 | $10,395 | $32,037-67.6% | $69,182-85.0% | $62,891-83.5% |
| Participation rate | 17.2% | 43.4%-26.2pp | 55.1%-37.9pp | 69.3%-52.1pp |
| Annual return | 19.51% | 15.16%+4.4pp | -21.93%+41.4pp | 20.14%-0.6pp |
| Employer contribution / active EE | $348 | $679-48.7% | $1,206-71.1% | $2,281-84.7% |
| Participant deferral / active EE | $984 | $1,185-17.0% | $1,897-48.1% | $3,203-69.3% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |