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 | $45,762 | $67,411-32.1% | $91,001-49.7% | $70,131-34.7% |
| Participation rate | 61.5% | 71.4%-9.8pp | 75.6%-14.1pp | 69.5%-8.0pp |
| Annual return | 16.10% | -40.16%+56.3pp | 4.60%+11.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,163 | $2,823-23.4% | $3,547-39.0% | $3,332-35.1% |
| Admin fee / account holder | $272 | $4,236-93.6% | $5,417-95.0% | $4,645-94.2% |