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 | $29,520 | $140,940-79.1% | $112,229-73.7% | $139,434-78.8% |
| Participation rate | 37.5% | 79.2%-41.7pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 33.49% | 32.71%+0.8pp | 30.20%+3.3pp | 372.94%-339.5pp |
| Employer contribution / active EE | $1,490 | $4,283-65.2% | $3,430-56.6% | $4,751-68.6% |
| Participant deferral / active EE | $1,863 | $5,874-68.3% | $4,798-61.2% | $6,710-72.2% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |