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 | $54,557 | $63,861-14.6% | $104,607-47.8% | $79,858-31.7% |
| Participation rate | 53.6% | 64.9%-11.4pp | 74.1%-20.5pp | 69.6%-16.1pp |
| Annual return | 16.57% | 21.30%-4.7pp | 340.46%-323.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,460 | $2,693-8.7% | $3,740-34.2% | $3,740-34.2% |
| Admin fee / account holder | $245 | $4,185-94.1% | $6,473-96.2% | $5,306-95.4% |