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 | $44,537 | $167,484-73.4% | $151,611-70.6% | $134,475-66.9% |
| Participation rate | 47.6% | 88.4%-40.8pp | 87.5%-39.9pp | 81.2%-33.6pp |
| Annual return | -12.07% | 7.80%-19.9pp | 3.33%-15.4pp | 417.96%-430.0pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,718 | $8,986-58.6% | $8,363-55.5% | $6,400-41.9% |
| Admin fee / account holder | $235 | $13,783-98.3% | $11,616-98.0% | $11,426-97.9% |