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 | $24,118 | $76,552-68.5% | $123,892-80.5% | $62,891-61.7% |
| Participation rate | 58.8% | 73.0%-14.2pp | 81.4%-22.6pp | 69.3%-10.5pp |
| Annual return | 29.97% | 18.68%+11.3pp | 47.52%-17.5pp | 20.14%+9.8pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,156 | $4,840-34.8% | $5,984-47.3% | $3,203-1.5% |
| Admin fee / account holder | $78 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |