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 | $30,675 | $54,762-44.0% | $90,281-66.0% | $72,985-58.0% |
| Participation rate | 20.7% | 65.1%-44.5pp | 73.3%-52.6pp | 69.5%-48.8pp |
| Annual return | 27.81% | 30.63%-2.8pp | 78.10%-50.3pp | 81.00%-53.2pp |
| Employer contribution / active EE | $593 | $2,092-71.7% | $2,854-79.2% | $2,440-75.7% |
| Participant deferral / active EE | $1,245 | $2,887-56.9% | $3,885-68.0% | $3,607-65.5% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |