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 | $111,647 | $90,503+23.4% | $78,689+41.9% | $273,961-59.2% |
| Participation rate | 31.3% | 76.5%-45.3pp | 73.6%-42.3pp | 83.0%-51.8pp |
| Annual return | 7.44% | 75.60%-68.2pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $309 | $3,176-90.3% | $2,851-89.2% | $4,869-93.7% |
| Participant deferral / active EE | $2,299 | $3,901-41.1% | $3,517-34.6% | $5,287-56.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |