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 | $61,800 | $58,828+5.1% | $77,999-20.8% | $62,891-1.7% |
| Participation rate | 39.7% | 71.1%-31.4pp | 75.5%-35.9pp | 69.3%-29.7pp |
| Annual return | 6.94% | 17.16%-10.2pp | 425.96%-419.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $761 | $1,672-54.5% | $2,470-69.2% | $2,281-66.6% |
| Participant deferral / active EE | $1,520 | $2,686-43.4% | $3,497-56.5% | $3,203-52.5% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |