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 8-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 | $20,715 | $90,503-77.1% | $78,689-73.7% | $273,961-92.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 12.58% | 75.60%-63.0pp | 62.18%-49.6pp | 41.45%-28.9pp |
| Employer contribution / active EE | $624 | $3,176-80.4% | $2,851-78.1% | $4,869-87.2% |
| Participant deferral / active EE | $4,680 | $3,901+20.0% | $3,517+33.1% | $5,287-11.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |