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 | $142,272 | $99,341+43.2% | $84,750+67.9% | $273,961-48.1% |
| Participation rate | 7.1% | 80.7%-73.5pp | 76.6%-69.4pp | 83.0%-75.9pp |
| Annual return | 5.48% | 22.93%-17.4pp | 22.78%-17.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $50 | $6,644-99.2% | $5,332-99.1% | $10,132-99.5% |