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 | $63,666 | $65,365-2.6% | $92,893-31.5% | $72,985-12.8% |
| Participation rate | 58.8% | 68.3%-9.5pp | 76.0%-17.2pp | 69.5%-10.7pp |
| Annual return | 31.39% | 42.10%-10.7pp | 109.41%-78.0pp | 81.00%-49.6pp |
| Employer contribution / active EE | $891 | $2,594-65.7% | $3,653-75.6% | $2,440-63.5% |
| Participant deferral / active EE | $5,073 | $3,128+62.2% | $4,236+19.8% | $3,607+40.6% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |