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 | $100,071 | $61,660+62.3% | $80,019+25.1% | $64,186+55.9% |
| Participation rate | 45.2% | 71.7%-26.5pp | 75.8%-30.7pp | 69.6%-24.4pp |
| Annual return | -5.80% | -0.33%-5.5pp | 11.22%-17.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,771 | $2,968-40.3% | $3,686-52.0% | $3,470-49.0% |
| Admin fee / account holder | $7 | $5,417-99.9% | $6,521-99.9% | $4,888-99.8% |