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 | $64,651 | $53,777+20.2% | $134,143-51.8% | $79,858-19.0% |
| Participation rate | 28.8% | 58.8%-30.0pp | 72.2%-43.4pp | 69.6%-40.8pp |
| Annual return | 14.06% | 19.01%-5.0pp | 36.33%-22.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $773 | $1,321-41.5% | $3,704-79.1% | $2,471-68.7% |
| Participant deferral / active EE | $1,605 | $2,420-33.7% | $3,499-54.1% | $3,740-57.1% |
| Admin fee / account holder | $1 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |