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 | $37,828 | $103,376-63.4% | $87,100-56.6% | $152,861-75.3% |
| Participation rate | 47.4% | 79.3%-32.0pp | 76.9%-29.5pp | 82.4%-35.1pp |
| Annual return | 29.95% | 28.10%+1.9pp | 28.19%+1.8pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,929 | $3,220-40.1% | $2,521-23.5% | $4,762-59.5% |
| Participant deferral / active EE | $3,888 | $4,778-18.6% | $4,049-4.0% | $5,850-33.5% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |