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 | $18,771 | $48,076-61.0% | $78,689-76.1% | $62,891-70.2% |
| Participation rate | 25.0% | 65.2%-40.2pp | 73.6%-48.6pp | 69.3%-44.3pp |
| Annual return | 28.11% | 31.35%-3.2pp | 62.18%-34.1pp | 20.14%+8.0pp |
| Employer contribution / active EE | $471 | $2,015-76.6% | $2,851-83.5% | $2,281-79.4% |
| Participant deferral / active EE | $1,465 | $2,588-43.4% | $3,517-58.3% | $3,203-54.3% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |