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 | $33,778 | $46,869-27.9% | $122,332-72.4% | $70,131-51.8% |
| Participation rate | 53.8% | 58.2%-4.3pp | 71.6%-17.8pp | 69.5%-15.7pp |
| Annual return | 19.99% | 24.22%-4.2pp | 30.27%-10.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $889 | $1,288-31.0% | $4,050-78.0% | $2,342-62.0% |
| Participant deferral / active EE | $1,305 | $2,166-39.8% | $3,287-60.3% | $3,332-60.8% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |