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 | $35,186 | $157,256-77.6% | $141,162-75.1% | $152,861-77.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 30.37% | 64.32%-34.0pp | 71.39%-41.0pp | 345.32%-314.9pp |
| Employer contribution / active EE | $1,368 | $5,261-74.0% | $4,735-71.1% | $4,762-71.3% |
| Participant deferral / active EE | $4,524 | $7,109-36.4% | $6,709-32.6% | $5,850-22.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |