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 | $35,896 | $36,767-2.4% | $81,478-55.9% | $62,292-42.4% |
| Participation rate | 16.8% | 54.4%-37.6pp | 68.0%-51.1pp | 69.5%-52.7pp |
| Annual return | 14.42% | 173.80%-159.4pp | 38.78%-24.4pp | 28.90%-14.5pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $784 | $2,111-62.8% | $3,537-77.8% | $3,169-75.2% |
| Admin fee / account holder | $0 | $797-100.0% | $4,561-100.0% | $479-100.0% |