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 | $50,238 | $93,071-46.0% | $74,583-32.6% | $273,961-81.7% |
| Participation rate | 41.7% | 74.9%-33.3pp | 68.1%-26.4pp | 83.0%-41.3pp |
| Annual return | 4.76% | 26.18%-21.4pp | 20.47%-15.7pp | 41.45%-36.7pp |
| Employer contribution / active EE | $3,869 | $3,160+22.5% | $2,525+53.2% | $4,869-20.5% |
| Participant deferral / active EE | $2,941 | $4,160-29.3% | $3,458-15.0% | $5,287-44.4% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |