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 | $47,075 | $54,762-14.0% | $90,281-47.9% | $72,985-35.5% |
| Participation rate | 34.4% | 65.1%-30.8pp | 73.3%-38.9pp | 69.5%-35.1pp |
| Annual return | 21.51% | 30.63%-9.1pp | 78.10%-56.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $617 | $2,092-70.5% | $2,854-78.4% | $2,440-74.7% |
| Participant deferral / active EE | $1,267 | $2,887-56.1% | $3,885-67.4% | $3,607-64.9% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |