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 | $33,034 | $105,630-68.7% | $87,507-62.2% | $273,961-87.9% |
| Participation rate | 42.1% | 78.2%-36.1pp | 73.8%-31.7pp | 83.0%-40.9pp |
| Annual return | 7.48% | 12.25%-4.8pp | 12.21%-4.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $931 | $3,141-70.4% | $2,550-63.5% | $4,869-80.9% |
| Participant deferral / active EE | $1,876 | $3,601-47.9% | $3,149-40.4% | $5,287-64.5% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |