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 | $42,865 | $56,484-24.1% | $169,463-74.7% | $64,186-33.2% |
| Participation rate | 42.9% | 64.5%-21.7pp | 77.8%-34.9pp | 69.6%-26.7pp |
| Annual return | -5.79% | -1.55%-4.2pp | 1.83%-7.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,260 | $3,448-34.4% | $5,277-57.2% | $3,470-34.9% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,109-100.0% | $4,888-100.0% |