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 | $135,125 | $90,503+49.3% | $78,689+71.7% | $273,961-50.7% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 2.69% | 75.60%-72.9pp | 62.18%-59.5pp | 41.45%-38.8pp |
| Employer contribution / active EE | $747 | $3,176-76.5% | $2,851-73.8% | $4,869-84.6% |
| Participant deferral / active EE | $5,800 | $3,901+48.7% | $3,517+64.9% | $5,287+9.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |