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 9-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 | $47,849 | $90,503-47.1% | $78,689-39.2% | $273,961-82.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 10.55% | 75.60%-65.0pp | 62.18%-51.6pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,748 | $3,176-45.0% | $2,851-38.7% | $4,869-64.1% |
| Participant deferral / active EE | $2,185 | $3,901-44.0% | $3,517-37.9% | $5,287-58.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |