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 | $76,897 | $107,452-28.4% | $91,541-16.0% | $142,382-46.0% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.8%-7.3pp | 80.1%-17.6pp |
| Annual return | 18.09% | 22.06%-4.0pp | 20.50%-2.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,709 | $2,994-42.9% | $2,505-31.8% | $4,299-60.3% |
| Participant deferral / active EE | $8,520 | $4,754+79.2% | $4,008+112.6% | $6,507+30.9% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |