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 6-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 | $13,731 | $37,426-63.3% | $77,482-82.3% | $79,858-82.8% |
| Participation rate | 45.2% | 41.5%+3.7pp | 54.2%-9.0pp | 69.6%-24.5pp |
| Annual return | 153.58% | 39.70%+113.9pp | 54.79%+98.8pp | 31.71%+121.9pp |
| Employer contribution / active EE | $1,047 | $637+64.5% | $986+6.2% | $2,471-57.6% |
| Participant deferral / active EE | $1,854 | $1,260+47.2% | $1,861-0.4% | $3,740-50.4% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |