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 | $42,149 | $96,557-56.3% | $80,975-47.9% | $273,961-84.6% |
| Participation rate | 33.3% | 79.1%-45.8pp | 75.8%-42.5pp | 83.0%-49.7pp |
| Annual return | 11.83% | 15.14%-3.3pp | 17.10%-5.3pp | 41.45%-29.6pp |
| Employer contribution / active EE | $1,182 | $4,868-75.7% | $3,714-68.2% | $4,869-75.7% |
| Participant deferral / active EE | $5,750 | $6,598-12.8% | $5,696+0.9% | $5,287+8.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |