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 9-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 | $31,064 | $90,503-65.7% | $78,689-60.5% | $273,961-88.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 10.27% | 75.60%-65.3pp | 62.18%-51.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $989 | $3,176-68.8% | $2,851-65.3% | $4,869-79.7% |
| Participant deferral / active EE | $2,560 | $3,901-34.4% | $3,517-27.2% | $5,287-51.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |