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 | $31,246 | $131,829-76.3% | $108,579-71.2% | $273,961-88.6% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 15.58% | -91.57%+107.2pp | -51.70%+67.3pp | 41.45%-25.9pp |
| Employer contribution / active EE | $2,701 | $4,912-45.0% | $3,758-28.1% | $4,869-44.5% |
| Participant deferral / active EE | $3,361 | $5,127-34.5% | $4,311-22.0% | $5,287-36.4% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |