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 | $78,021 | $53,777+45.1% | $134,143-41.8% | $79,858-2.3% |
| Participation rate | 68.8% | 58.8%+10.0pp | 72.2%-3.4pp | 69.6%-0.9pp |
| Annual return | 20.17% | 19.01%+1.2pp | 36.33%-16.2pp | 31.71%-11.5pp |
| Employer contribution / active EE | $457 | $1,321-65.4% | $3,704-87.7% | $2,471-81.5% |
| Participant deferral / active EE | $2,987 | $2,420+23.4% | $3,499-14.6% | $3,740-20.1% |
| Admin fee / account holder | $0 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |