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 | $39,861 | $90,503-56.0% | $78,689-49.3% | $273,961-85.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 5.88% | 75.60%-69.7pp | 62.18%-56.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,686 | $3,176-46.9% | $2,851-40.9% | $4,869-65.4% |
| Participant deferral / active EE | $7,045 | $3,901+80.6% | $3,517+100.3% | $5,287+33.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |