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 | $48,678 | $43,723+11.3% | $121,196-59.8% | $64,186-24.2% |
| Participation rate | 30.8% | 58.3%-27.6pp | 71.7%-41.0pp | 69.6%-38.8pp |
| Annual return | -6.64% | 68.91%-75.6pp | 16.93%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $686 | $1,296-47.1% | $4,022-82.9% | $2,381-71.2% |
| Participant deferral / active EE | $1,352 | $2,280-40.7% | $3,344-59.6% | $3,470-61.0% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |