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 | $80,356 | $153,311-47.6% | $109,313-26.5% | $273,961-70.7% |
| Participation rate | 11.1% | 80.1%-69.0pp | 71.3%-60.2pp | 83.0%-71.9pp |
| Annual return | 3.61% | 29.86%-26.3pp | 22.07%-18.5pp | 41.45%-37.8pp |
| Employer contribution / active EE | $419 | $5,619-92.5% | $3,892-89.2% | $4,869-91.4% |
| Participant deferral / active EE | $2,000 | $3,932-49.1% | $3,166-36.8% | $5,287-62.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |