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 | $53,669 | $103,949-48.4% | $69,182-22.4% | $273,961-80.4% |
| Participation rate | 13.3% | 67.4%-54.0pp | 55.1%-41.8pp | 83.0%-69.7pp |
| Annual return | 6.28% | 35.28%-29.0pp | -21.93%+28.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $735 | $1,783-58.8% | $1,206-39.1% | $4,869-84.9% |
| Participant deferral / active EE | $2,800 | $2,716+3.1% | $1,897+47.6% | $5,287-47.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |