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 | $27,860 | $54,541-48.9% | $78,778-64.6% | $70,131-60.3% |
| Participation rate | 37.2% | 60.8%-23.6pp | 69.2%-32.0pp | 69.5%-32.3pp |
| Annual return | 17.85% | 21.07%-3.2pp | 35.62%-17.8pp | 73.14%-55.3pp |
| Employer contribution / active EE | $241 | $1,089-77.9% | $1,986-87.9% | $2,342-89.7% |
| Participant deferral / active EE | $1,252 | $2,210-43.3% | $2,958-57.7% | $3,332-62.4% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |