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 | $42,835 | $99,341-56.9% | $84,750-49.5% | $273,961-84.4% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 19.43% | 22.93%-3.5pp | 22.78%-3.4pp | 41.45%-22.0pp |
| Employer contribution / active EE | $4,600 | $4,214+9.2% | $3,574+28.7% | $4,869-5.5% |
| Participant deferral / active EE | $6,850 | $4,269+60.4% | $3,712+84.6% | $5,287+29.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |