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 | $56,943 | $103,376-44.9% | $87,100-34.6% | $152,861-62.7% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.9%-36.9pp | 82.4%-42.4pp |
| Annual return | 25.34% | 28.10%-2.8pp | 28.19%-2.9pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,552 | $3,220-51.8% | $2,521-38.4% | $4,762-67.4% |
| Participant deferral / active EE | $1,940 | $4,778-59.4% | $4,049-52.1% | $5,850-66.8% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |