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 | $46,737 | $54,762-14.7% | $90,281-48.2% | $72,985-36.0% |
| Participation rate | 39.5% | 65.1%-25.7pp | 73.3%-33.8pp | 69.5%-30.0pp |
| Annual return | 19.57% | 30.63%-11.1pp | 78.10%-58.5pp | 81.00%-61.4pp |
| Employer contribution / active EE | $938 | $2,092-55.2% | $2,854-67.2% | $2,440-61.6% |
| Participant deferral / active EE | $1,637 | $2,887-43.3% | $3,885-57.9% | $3,607-54.6% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |