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 | $13,276 | $29,660-55.2% | $56,411-76.5% | $80,856-83.6% |
| Participation rate | 42.0% | 41.6%+0.4pp | 52.5%-10.4pp | 67.6%-25.6pp |
| Annual return | 19.91% | 35.23%-15.3pp | 1701.33%-1681.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $598 | $669-10.7% | $1,039-42.5% | $2,755-78.3% |
| Participant deferral / active EE | $1,146 | $1,226-6.5% | $1,952-41.3% | $4,296-73.3% |
| Admin fee / account holder | $245 | $2,428-89.9% | $2,829-91.3% | $6,918-96.5% |