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 | $21,842 | $90,503-75.9% | $78,689-72.2% | $273,961-92.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 11.81% | 75.60%-63.8pp | 62.18%-50.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $1,183 | $3,176-62.7% | $2,851-58.5% | $4,869-75.7% |
| Participant deferral / active EE | $2,097 | $3,901-46.2% | $3,517-40.4% | $5,287-60.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |