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 | $34,905 | $35,183-0.8% | $73,545-52.5% | $70,131-50.2% |
| Participation rate | 39.4% | 42.9%-3.5pp | 54.9%-15.5pp | 69.5%-30.1pp |
| Annual return | 14.69% | 26.90%-12.2pp | -15.16%+29.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $783 | $709+10.5% | $1,219-35.8% | $2,342-66.6% |
| Participant deferral / active EE | $1,429 | $1,220+17.1% | $1,806-20.9% | $3,332-57.1% |
| Admin fee / account holder | $100 | $2,302-95.6% | $2,320-95.7% | $4,645-97.8% |