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 | $74,742 | $54,541+37.0% | $78,778-5.1% | $70,131+6.6% |
| Participation rate | 30.0% | 60.8%-30.8pp | 69.2%-39.2pp | 69.5%-39.5pp |
| Annual return | 17.46% | 21.07%-3.6pp | 35.62%-18.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,446 | $2,210-34.6% | $2,958-51.1% | $3,332-56.6% |
| Admin fee / account holder | $226 | $3,709-93.9% | $5,134-95.6% | $4,645-95.1% |