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 | $56,992 | $68,073-16.3% | $76,080-25.1% | $85,850-33.6% |
| Participation rate | 44.8% | 72.5%-27.7pp | 79.4%-34.6pp | 69.3%-24.5pp |
| Annual return | 14.58% | 19.42%-4.8pp | 42.50%-27.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $3,209-100.0% | $3,962-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,094 | $3,799-71.2% | $4,905-77.7% | $3,952-72.3% |
| Admin fee / account holder | $30 | $3,422-99.1% | $4,883-99.4% | $6,260-99.5% |