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 8-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 | $19,068 | $29,660-35.7% | $56,411-66.2% | $80,856-76.4% |
| Participation rate | 28.1% | 41.6%-13.5pp | 52.5%-24.3pp | 67.6%-39.5pp |
| Annual return | 13.87% | 35.23%-21.4pp | 1701.33%-1687.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $510 | $669-23.8% | $1,039-50.9% | $2,755-81.5% |
| Participant deferral / active EE | $947 | $1,226-22.7% | $1,952-51.5% | $4,296-77.9% |
| Admin fee / account holder | $282 | $2,428-88.4% | $2,829-90.0% | $6,918-95.9% |