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 | $68,405 | $103,376-33.8% | $87,100-21.5% | $152,861-55.3% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 29.00% | 28.10%+0.9pp | 28.19%+0.8pp | 345.32%-316.3pp |
| Employer contribution / active EE | $2,100 | $3,220-34.8% | $2,521-16.7% | $4,762-55.9% |
| Participant deferral / active EE | $2,100 | $4,778-56.0% | $4,049-48.1% | $5,850-64.1% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |