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 | $100,304 | $64,480+55.6% | $81,382+23.3% | $80,856+24.1% |
| Participation rate | 36.6% | 63.9%-27.3pp | 69.5%-32.9pp | 67.6%-31.1pp |
| Annual return | 12.26% | 16.34%-4.1pp | 24.73%-12.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,442 | $1,978-27.1% | $2,463-41.4% | $2,755-47.6% |
| Participant deferral / active EE | $2,512 | $3,094-18.8% | $3,883-35.3% | $4,296-41.5% |
| Admin fee / account holder | $0 | $5,671-100.0% | $5,768-100.0% | $6,918-100.0% |