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 | $26,778 | $90,503-70.4% | $78,689-66.0% | $273,961-90.2% |
| Participation rate | 28.6% | 76.5%-47.9pp | 73.6%-45.0pp | 83.0%-54.4pp |
| Annual return | 60.17% | 75.60%-15.4pp | 62.18%-2.0pp | 41.45%+18.7pp |
| Employer contribution / active EE | $3,405 | $3,176+7.2% | $2,851+19.4% | $4,869-30.1% |
| Participant deferral / active EE | $5,223 | $3,901+33.9% | $3,517+48.5% | $5,287-1.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |