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 | $85,285 | $47,848+78.2% | $81,478+4.7% | $70,131+21.6% |
| Participation rate | 42.3% | 58.3%-16.0pp | 68.0%-25.7pp | 69.5%-27.2pp |
| Annual return | 14.99% | 27.25%-12.3pp | 38.78%-23.8pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,996 | $2,453-18.6% | $3,537-43.6% | $3,332-40.1% |
| Admin fee / account holder | $226 | $3,145-92.8% | $4,561-95.1% | $4,645-95.1% |