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 | $114,147 | $72,492+57.5% | $87,100+31.1% | $72,985+56.4% |
| Participation rate | 30.0% | 72.8%-42.8pp | 76.9%-46.9pp | 69.5%-39.5pp |
| Annual return | 24.70% | 24.46%+0.2pp | 28.19%-3.5pp | 81.00%-56.3pp |
| Employer contribution / active EE | $692 | $1,894-63.4% | $2,521-72.5% | $2,440-71.6% |
| Participant deferral / active EE | $2,819 | $3,270-13.8% | $4,049-30.4% | $3,607-21.9% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |