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 | $71,677 | $100,773-28.9% | $88,946-19.4% | $142,382-49.7% |
| Participation rate | 52.9% | 74.3%-21.3pp | 68.8%-15.9pp | 80.1%-27.2pp |
| Annual return | 26.21% | 70.18%-44.0pp | 57.82%-31.6pp | 217.08%-190.9pp |
| Employer contribution / active EE | $1,670 | $2,918-42.7% | $2,555-34.6% | $4,299-61.1% |
| Participant deferral / active EE | $2,982 | $5,230-43.0% | $4,581-34.9% | $6,507-54.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |