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 | $97,418 | $48,795+99.6% | $65,493+48.7% | $84,808+14.9% |
| Participation rate | 26.5% | 67.0%-40.5pp | 73.1%-46.6pp | 68.3%-41.8pp |
| Annual return | 14.32% | 20.20%-5.9pp | 982.45%-968.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $567 | $1,930-70.6% | $2,574-78.0% | $2,631-78.5% |
| Participant deferral / active EE | $2,902 | $2,928-0.9% | $3,961-26.7% | $4,212-31.1% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |