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 | $75,082 | $87,540-14.2% | $75,781-0.9% | $125,391-40.1% |
| Participation rate | 37.5% | 80.2%-42.7pp | 75.8%-38.3pp | 83.2%-45.7pp |
| Annual return | -0.15% | 13.48%-13.6pp | 9.68%-9.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $205 | $6,502-96.8% | $5,299-96.1% | $9,540-97.9% |