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 | $20,743 | $35,183-41.0% | $73,545-71.8% | $70,131-70.4% |
| Participation rate | 16.7% | 42.9%-26.3pp | 54.9%-38.3pp | 69.5%-52.9pp |
| Annual return | 25.51% | 26.90%-1.4pp | -15.16%+40.7pp | 73.14%-47.6pp |
| Employer contribution / active EE | $252 | $709-64.5% | $1,219-79.3% | $2,342-89.2% |
| Participant deferral / active EE | $853 | $1,220-30.1% | $1,806-52.8% | $3,332-74.4% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |