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 | $9,919 | $34,308-71.1% | $74,701-86.7% | $72,985-86.4% |
| Participation rate | 52.7% | 42.4%+10.3pp | 54.5%-1.8pp | 69.5%-16.8pp |
| Annual return | 32.34% | 26.58%+5.8pp | 752.92%-720.6pp | 81.00%-48.7pp |
| Employer contribution / active EE | $216 | $692-68.7% | $1,084-80.0% | $2,440-91.1% |
| Participant deferral / active EE | $886 | $1,271-30.3% | $1,964-54.9% | $3,607-75.4% |
| Admin fee / account holder | $182 | $2,124-91.4% | $3,333-94.5% | $5,124-96.4% |