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 | $47,782 | $46,869+1.9% | $122,332-60.9% | $70,131-31.9% |
| Participation rate | 24.1% | 58.2%-34.1pp | 71.6%-47.5pp | 69.5%-45.4pp |
| Annual return | 16.17% | 24.22%-8.1pp | 30.27%-14.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $672 | $1,288-47.8% | $4,050-83.4% | $2,342-71.3% |
| Participant deferral / active EE | $1,188 | $2,166-45.1% | $3,287-63.8% | $3,332-64.3% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |