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 | $50,599 | $54,762-7.6% | $90,281-44.0% | $72,985-30.7% |
| Participation rate | 23.1% | 65.1%-42.1pp | 73.3%-50.2pp | 69.5%-46.4pp |
| Annual return | 22.69% | 30.63%-7.9pp | 78.10%-55.4pp | 81.00%-58.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,068 | $2,887-63.0% | $3,885-72.5% | $3,607-70.4% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |