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 | $34,008 | $93,346-63.6% | $71,796-52.6% | $273,961-87.6% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 6.99% | 130.39%-123.4pp | 78.04%-71.0pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,435 | $2,733-47.5% | $1,924-25.5% | $4,869-70.5% |
| Participant deferral / active EE | $2,531 | $3,475-27.2% | $2,794-9.4% | $5,287-52.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |