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 5-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 | $10,425 | $27,915-62.7% | $58,482-82.2% | $75,163-86.1% |
| Participation rate | 23.3% | 38.8%-15.5pp | 50.9%-27.5pp | 67.2%-43.9pp |
| Annual return | 31.20% | 44.20%-13.0pp | 4239.32%-4208.1pp | 160.62%-129.4pp |
| Employer contribution / active EE | $473 | $669-29.3% | $1,053-55.1% | $2,670-82.3% |
| Participant deferral / active EE | $1,223 | $1,201+1.8% | $1,924-36.4% | $4,125-70.3% |
| Admin fee / account holder | $187 | $1,726-89.2% | $2,516-92.6% | $5,651-96.7% |