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 | $33,361 | $84,233-60.4% | $170,442-80.4% | $70,131-52.4% |
| Participation rate | 30.4% | 70.8%-40.4pp | 83.6%-53.2pp | 69.5%-39.1pp |
| Annual return | 17.63% | 23.06%-5.4pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $644 | $3,387-81.0% | $5,433-88.1% | $2,342-72.5% |
| Participant deferral / active EE | $1,156 | $3,086-62.5% | $4,939-76.6% | $3,332-65.3% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |