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 | $69,039 | $154,117-55.2% | $129,995-46.9% | $139,434-50.5% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.5%-64.2pp | 80.3%-66.0pp |
| Annual return | 22.99% | 32.48%-9.5pp | -137.18%+160.2pp | 372.94%-350.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $45 | $14,007-99.7% | $10,614-99.6% | $11,403-99.6% |