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 | $42,627 | $115,882-63.2% | $100,516-57.6% | $158,922-73.2% |
| Participation rate | 64.3% | 81.6%-17.3pp | 79.4%-15.1pp | 82.0%-17.7pp |
| Annual return | 11.44% | 34.79%-23.3pp | 30.89%-19.4pp | 302.83%-291.4pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,978 | $6,674-70.4% | $6,270-68.4% | $5,982-66.9% |
| Admin fee / account holder | $168 | $10,995-98.5% | $8,081-97.9% | $11,246-98.5% |