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 | $79,623 | $85,022-6.4% | $70,515+12.9% | $139,434-42.9% |
| Participation rate | 40.0% | 73.9%-33.9pp | 68.3%-28.3pp | 80.3%-40.3pp |
| Annual return | 14.68% | 30.38%-15.7pp | 32.77%-18.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,161 | $3,909-70.3% | $2,973-61.0% | $4,751-75.6% |
| Participant deferral / active EE | $2,586 | $5,890-56.1% | $4,567-43.4% | $6,710-61.5% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |