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 | $43,415 | $81,248-46.6% | $155,509-72.1% | $80,856-46.3% |
| Participation rate | 51.9% | 66.2%-14.4pp | 78.2%-26.3pp | 67.6%-15.8pp |
| Annual return | 13.52% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,617 | $3,452-53.2% | $5,626-71.3% | $4,296-62.4% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |