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 | $37,743 | $72,404-47.9% | $110,238-65.8% | $64,186-41.2% |
| Participation rate | 50.8% | 73.3%-22.6pp | 79.8%-29.1pp | 69.6%-18.8pp |
| Annual return | 12.87% | -6.29%+19.2pp | 314.74%-301.9pp | 7.63%+5.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,494 | $3,469+58.4% | $4,672+17.6% | $3,470+58.3% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |