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 | $111,321 | $90,503+23.0% | $78,689+41.5% | $273,961-59.4% |
| Participation rate | 16.7% | 76.5%-59.9pp | 73.6%-56.9pp | 83.0%-66.3pp |
| Annual return | 8.23% | 75.60%-67.4pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $272 | $3,176-91.4% | $2,851-90.5% | $4,869-94.4% |
| Participant deferral / active EE | $3,000 | $3,901-23.1% | $3,517-14.7% | $5,287-43.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |