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 | $73,203 | $67,411+8.6% | $91,001-19.6% | $70,131+4.4% |
| Participation rate | 40.7% | 71.4%-30.7pp | 75.6%-34.9pp | 69.5%-28.9pp |
| Annual return | 19.60% | -40.16%+59.8pp | 4.60%+15.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $751 | $1,786-57.9% | $2,456-69.4% | $2,342-67.9% |
| Participant deferral / active EE | $1,395 | $2,823-50.6% | $3,547-60.7% | $3,332-58.1% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |