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 | $26,837 | $37,426-28.3% | $77,482-65.4% | $79,858-66.4% |
| Participation rate | 48.0% | 41.5%+6.5pp | 54.2%-6.2pp | 69.6%-21.6pp |
| Annual return | 30.19% | 39.70%-9.5pp | 54.79%-24.6pp | 31.71%-1.5pp |
| Employer contribution / active EE | $513 | $637-19.4% | $986-48.0% | $2,471-79.2% |
| Participant deferral / active EE | $2,586 | $1,260+105.2% | $1,861+38.9% | $3,740-30.9% |
| Admin fee / account holder | $156 | $2,504-93.8% | $2,858-94.5% | $5,306-97.1% |