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 | $28,063 | $54,762-48.8% | $90,281-68.9% | $72,985-61.5% |
| Participation rate | 43.3% | 65.1%-21.8pp | 73.3%-29.9pp | 69.5%-26.2pp |
| Annual return | 18.96% | 30.63%-11.7pp | 78.10%-59.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $741 | $2,092-64.6% | $2,854-74.1% | $2,440-69.6% |
| Participant deferral / active EE | $878 | $2,887-69.6% | $3,885-77.4% | $3,607-75.7% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |