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 | $104,184 | $90,503+15.1% | $78,689+32.4% | $273,961-62.0% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 4.41% | 75.60%-71.2pp | 62.18%-57.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,907 | $3,176-39.9% | $2,851-33.1% | $4,869-60.8% |
| Participant deferral / active EE | $4,811 | $3,901+23.3% | $3,517+36.8% | $5,287-9.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |