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 | $78,067 | $87,013-10.3% | $106,213-26.5% | $80,856-3.4% |
| Participation rate | 57.9% | 70.4%-12.5pp | 75.3%-17.4pp | 67.6%-9.7pp |
| Annual return | 16.82% | 17.05%-0.2pp | 116.14%-99.3pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,571 | $2,395-34.4% | $3,171-50.5% | $2,755-43.0% |
| Participant deferral / active EE | $2,789 | $3,986-30.0% | $5,016-44.4% | $4,296-35.1% |
| Admin fee / account holder | $0 | $8,431-100.0% | $11,033-100.0% | $6,918-100.0% |