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 | $81,126 | $90,503-10.4% | $78,689+3.1% | $273,961-70.4% |
| Participation rate | 20.0% | 76.5%-56.5pp | 73.6%-53.6pp | 83.0%-63.0pp |
| Annual return | 10.54% | 75.60%-65.1pp | 62.18%-51.6pp | 41.45%-30.9pp |
| Employer contribution / active EE | $450 | $3,176-85.8% | $2,851-84.2% | $4,869-90.8% |
| Participant deferral / active EE | $3,600 | $3,901-7.7% | $3,517+2.4% | $5,287-31.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |