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 9-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 | $57,633 | $228,332-74.8% | $185,823-69.0% | $158,922-63.7% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.0%-20.9pp | 82.0%-24.8pp |
| Annual return | 33.61% | 40.80%-7.2pp | 35.95%-2.3pp | 302.83%-269.2pp |
| Employer contribution / active EE | $816 | $4,967-83.6% | $4,087-80.0% | $4,761-82.9% |
| Participant deferral / active EE | $1,871 | $6,415-70.8% | $5,632-66.8% | $5,982-68.7% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |