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 | $51,100 | $87,540-41.6% | $75,781-32.6% | $125,391-59.2% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | 0.98% | 13.48%-12.5pp | 9.68%-8.7pp | 282.22%-281.2pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,505 | $4,229-64.4% | $3,651-58.8% | $5,352-71.9% |
| Admin fee / account holder | $41 | $6,502-99.4% | $5,299-99.2% | $9,540-99.6% |