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 | $66,404 | $63,861+4.0% | $104,607-36.5% | $79,858-16.8% |
| Participation rate | 40.7% | 64.9%-24.2pp | 74.1%-33.3pp | 69.6%-28.9pp |
| Annual return | 18.86% | 21.30%-2.4pp | 340.46%-321.6pp | 31.71%-12.9pp |
| Employer contribution / active EE | $707 | $1,588-55.5% | $2,681-73.6% | $2,471-71.4% |
| Participant deferral / active EE | $2,773 | $2,693+3.0% | $3,740-25.8% | $3,740-25.8% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,473-100.0% | $5,306-100.0% |