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 | $12,936 | $37,426-65.4% | $77,482-83.3% | $79,858-83.8% |
| Participation rate | 47.4% | 41.5%+5.9pp | 54.2%-6.8pp | 69.6%-22.3pp |
| Annual return | 16.81% | 39.70%-22.9pp | 54.79%-38.0pp | 31.71%-14.9pp |
| Employer contribution / active EE | $294 | $637-53.8% | $986-70.2% | $2,471-88.1% |
| Participant deferral / active EE | $1,202 | $1,260-4.6% | $1,861-35.4% | $3,740-67.9% |
| Admin fee / account holder | $208 | $2,504-91.7% | $2,858-92.7% | $5,306-96.1% |