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 | $17,341 | $65,696-73.6% | $56,429-69.3% | $147,584-88.2% |
| Participation rate | 60.0% | 85.5%-25.5pp | 80.0%-20.0pp | 82.8%-22.8pp |
| Annual return | 19.57% | 13.32%+6.2pp | 19.04%+0.5pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,133 | $4,121-48.2% | $3,405-37.4% | $4,876-56.3% |
| Participant deferral / active EE | $3,253 | $4,876-33.3% | $3,951-17.7% | $5,439-40.2% |
| Admin fee / account holder | $0 | $5,947-100.0% | $4,466-100.0% | $10,885-100.0% |