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 | $7,283 | $32,037-77.3% | $69,182-89.5% | $62,891-88.4% |
| Participation rate | 46.0% | 43.4%+2.6pp | 55.1%-9.1pp | 69.3%-23.3pp |
| Annual return | 41.67% | 15.16%+26.5pp | -21.93%+63.6pp | 20.14%+21.5pp |
| Employer contribution / active EE | $631 | $679-7.1% | $1,206-47.7% | $2,281-72.3% |
| Participant deferral / active EE | $1,337 | $1,185+12.8% | $1,897-29.5% | $3,203-58.2% |
| Admin fee / account holder | $3 | $2,608-99.9% | $2,697-99.9% | $4,296-99.9% |