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 | $42,723 | $124,319-65.6% | $111,297-61.6% | $167,490-74.5% |
| Participation rate | 61.5% | 79.6%-18.1pp | 77.3%-15.8pp | 82.1%-20.6pp |
| Annual return | 12.42% | 37.44%-25.0pp | 54.65%-42.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,791 | $5,180-65.4% | $4,487-60.1% | $6,341-71.8% |
| Admin fee / account holder | $143 | $10,618-98.7% | $7,964-98.2% | $12,309-98.8% |