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 | $14,777 | $90,503-83.7% | $78,689-81.2% | $273,961-94.6% |
| Participation rate | 28.6% | 76.5%-47.9pp | 73.6%-45.0pp | 83.0%-54.4pp |
| Annual return | 16.77% | 75.60%-58.8pp | 62.18%-45.4pp | 41.45%-24.7pp |
| Employer contribution / active EE | $810 | $3,176-74.5% | $2,851-71.6% | $4,869-83.4% |
| Participant deferral / active EE | $3,002 | $3,901-23.0% | $3,517-14.6% | $5,287-43.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |