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 | $80,848 | $94,338-14.3% | $100,534-19.6% | $142,382-43.2% |
| Participation rate | 33.3% | 81.7%-48.4pp | 80.6%-47.3pp | 80.1%-46.8pp |
| Annual return | 17.13% | 29.20%-12.1pp | 32.66%-15.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,251 | $4,237-70.5% | $4,346-71.2% | $4,299-70.9% |
| Participant deferral / active EE | $2,530 | $5,934-57.4% | $6,144-58.8% | $6,507-61.1% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |