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 | $66,426 | $163,101-59.3% | $136,749-51.4% | $142,382-53.3% |
| Participation rate | 36.4% | 78.2%-41.9pp | 72.1%-35.8pp | 80.1%-43.8pp |
| Annual return | 15.04% | 27.54%-12.5pp | 24.33%-9.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $871 | $4,117-78.9% | $3,400-74.4% | $4,299-79.8% |
| Participant deferral / active EE | $1,541 | $5,585-72.4% | $4,692-67.1% | $6,507-76.3% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |