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 | $59,934 | $48,046+24.7% | $84,611-29.2% | $72,985-17.9% |
| Participation rate | 40.0% | 57.6%-17.6pp | 68.2%-28.2pp | 69.5%-29.5pp |
| Annual return | 19.61% | 37.38%-17.8pp | 258.74%-239.1pp | 81.00%-61.4pp |
| Employer contribution / active EE | $947 | $1,602-40.9% | $2,652-64.3% | $2,440-61.2% |
| Participant deferral / active EE | $1,625 | $2,680-39.4% | $3,899-58.3% | $3,607-55.0% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,912-100.0% | $5,124-100.0% |