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 | $63,556 | $48,076+32.2% | $78,689-19.2% | $62,891+1.1% |
| Participation rate | 25.0% | 65.2%-40.2pp | 73.6%-48.6pp | 69.3%-44.3pp |
| Annual return | 9.13% | 31.35%-22.2pp | 62.18%-53.0pp | 20.14%-11.0pp |
| Employer contribution / active EE | $650 | $2,015-67.7% | $2,851-77.2% | $2,281-71.5% |
| Participant deferral / active EE | $1,670 | $2,588-35.5% | $3,517-52.5% | $3,203-47.9% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |