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 | $25,087 | $35,183-28.7% | $73,545-65.9% | $70,131-64.2% |
| Participation rate | 38.2% | 42.9%-4.7pp | 54.9%-16.7pp | 69.5%-31.3pp |
| Annual return | 21.06% | 26.90%-5.8pp | -15.16%+36.2pp | 73.14%-52.1pp |
| Employer contribution / active EE | $820 | $709+15.7% | $1,219-32.7% | $2,342-65.0% |
| Participant deferral / active EE | $1,734 | $1,220+42.2% | $1,806-4.0% | $3,332-47.9% |
| Admin fee / account holder | $268 | $2,302-88.4% | $2,320-88.5% | $4,645-94.2% |