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 | $21,431 | $35,183-39.1% | $73,545-70.9% | $70,131-69.4% |
| Participation rate | 43.1% | 42.9%+0.1pp | 54.9%-11.9pp | 69.5%-26.5pp |
| Annual return | 15.82% | 26.90%-11.1pp | -15.16%+31.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $197 | $709-72.3% | $1,219-83.9% | $2,342-91.6% |
| Participant deferral / active EE | $703 | $1,220-42.3% | $1,806-61.1% | $3,332-78.9% |
| Admin fee / account holder | $156 | $2,302-93.2% | $2,320-93.3% | $4,645-96.6% |