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 | $67,283 | $135,952-50.5% | $123,892-45.7% | $273,961-75.4% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 5.47% | 56.63%-51.2pp | 47.52%-42.0pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,259 | $5,170-75.6% | $4,617-72.7% | $4,869-74.1% |
| Participant deferral / active EE | $2,353 | $6,343-62.9% | $5,984-60.7% | $5,287-55.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |