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 | $47,159 | $46,869+0.6% | $122,332-61.4% | $70,131-32.8% |
| Participation rate | 50.0% | 58.2%-8.2pp | 71.6%-21.6pp | 69.5%-19.5pp |
| Annual return | 17.63% | 24.22%-6.6pp | 30.27%-12.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $943 | $1,288-26.8% | $4,050-76.7% | $2,342-59.7% |
| Participant deferral / active EE | $2,165 | $2,1660% | $3,287-34.1% | $3,332-35.0% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |