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 | $45,040 | $111,754-59.7% | $103,333-56.4% | $145,922-69.1% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.5%-19.5pp | 80.3%-25.3pp |
| Annual return | 11.45% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,524 | $4,212-63.8% | $3,868-60.6% | $4,660-67.3% |
| Participant deferral / active EE | $3,430 | $5,619-39.0% | $5,057-32.2% | $6,688-48.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |