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 | $33,087 | $39,019-15.2% | $80,716-59.0% | $85,850-61.5% |
| Participation rate | 35.7% | 41.5%-5.8pp | 54.2%-18.5pp | 69.3%-33.6pp |
| Annual return | 13.36% | 26.27%-12.9pp | 87.28%-73.9pp | 318.53%-305.2pp |
| Employer contribution / active EE | $599 | $722-17.0% | $1,160-48.4% | $2,565-76.6% |
| Participant deferral / active EE | $871 | $1,326-34.3% | $2,146-59.4% | $3,952-78.0% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |