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 | $28,891 | $37,426-22.8% | $77,482-62.7% | $79,858-63.8% |
| Participation rate | 31.4% | 41.5%-10.1pp | 54.2%-22.8pp | 69.6%-38.2pp |
| Annual return | 14.03% | 39.70%-25.7pp | 54.79%-40.8pp | 31.71%-17.7pp |
| Employer contribution / active EE | $154 | $637-75.8% | $986-84.4% | $2,471-93.8% |
| Participant deferral / active EE | $616 | $1,260-51.1% | $1,861-66.9% | $3,740-83.5% |
| Admin fee / account holder | $273 | $2,504-89.1% | $2,858-90.5% | $5,306-94.9% |