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 | $52,496 | $103,949-49.5% | $69,182-24.1% | $273,961-80.8% |
| Participation rate | 33.3% | 67.4%-34.0pp | 55.1%-21.8pp | 83.0%-49.7pp |
| Annual return | 10.53% | 35.28%-24.7pp | -21.93%+32.5pp | 41.45%-30.9pp |
| Employer contribution / active EE | $539 | $1,783-69.8% | $1,206-55.4% | $4,869-88.9% |
| Participant deferral / active EE | $5,208 | $2,716+91.7% | $1,897+174.6% | $5,287-1.5% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |