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 | $59,543 | $93,346-36.2% | $71,796-17.1% | $273,961-78.3% |
| Participation rate | 55.6% | 76.5%-21.0pp | 69.1%-13.6pp | 83.0%-27.5pp |
| Annual return | 13.25% | 130.39%-117.1pp | 78.04%-64.8pp | 41.45%-28.2pp |
| Employer contribution / active EE | $1,192 | $2,733-56.4% | $1,924-38.0% | $4,869-75.5% |
| Participant deferral / active EE | $2,542 | $3,475-26.9% | $2,794-9.0% | $5,287-51.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |