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 | $7,118 | $34,308-79.3% | $74,701-90.5% | $72,985-90.2% |
| Participation rate | 52.0% | 42.4%+9.6pp | 54.5%-2.5pp | 69.5%-17.5pp |
| Annual return | 24.29% | 26.58%-2.3pp | 752.92%-728.6pp | 81.00%-56.7pp |
| Employer contribution / active EE | $285 | $692-58.7% | $1,084-73.7% | $2,440-88.3% |
| Participant deferral / active EE | $711 | $1,271-44.0% | $1,964-63.8% | $3,607-80.3% |
| Admin fee / account holder | $195 | $2,124-90.8% | $3,333-94.1% | $5,124-96.2% |