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 | $49,454 | $84,233-41.3% | $170,442-71.0% | $70,131-29.5% |
| Participation rate | 68.0% | 70.8%-2.8pp | 83.6%-15.6pp | 69.5%-1.5pp |
| Annual return | 16.10% | 23.06%-7.0pp | 205.93%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,222 | $3,387-63.9% | $5,433-77.5% | $2,342-47.9% |
| Participant deferral / active EE | $2,138 | $3,086-30.7% | $4,939-56.7% | $3,332-35.8% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |