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 | $33,885 | $90,503-62.6% | $78,689-56.9% | $273,961-87.6% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 9.35% | 75.60%-66.3pp | 62.18%-52.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,238 | $3,176-29.5% | $2,851-21.5% | $4,869-54.0% |
| Participant deferral / active EE | $2,724 | $3,901-30.2% | $3,517-22.5% | $5,287-48.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |