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 | $50,866 | $78,926-35.6% | $136,749-62.8% | $84,808-40.0% |
| Participation rate | 50.0% | 62.2%-12.2pp | 72.1%-22.1pp | 68.3%-18.3pp |
| Annual return | 18.50% | 18.17%+0.3pp | 24.33%-5.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,140 | $2,134-46.6% | $3,400-66.5% | $2,631-56.7% |
| Participant deferral / active EE | $3,404 | $3,168+7.4% | $4,692-27.4% | $4,212-19.2% |
| Admin fee / account holder | $0 | $6,369-100.0% | $11,386-100.0% | $7,344-100.0% |