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 | $38,966 | $107,791-63.9% | $90,645-57.0% | $135,375-71.2% |
| Participation rate | 23.8% | 78.0%-54.2pp | 74.0%-50.2pp | 82.6%-58.8pp |
| Annual return | 14.00% | -0.90%+14.9pp | 1.88%+12.1pp | 519.73%-505.7pp |
| Employer contribution / active EE | $220 | $3,018-92.7% | $2,532-91.3% | $4,779-95.4% |
| Participant deferral / active EE | $550 | $3,872-85.8% | $3,425-83.9% | $5,609-90.2% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |