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 | $72,884 | $65,041+12.1% | $90,951-19.9% | $79,858-8.7% |
| Participation rate | 38.9% | 61.6%-22.7pp | 69.0%-30.1pp | 69.6%-30.7pp |
| Annual return | 12.59% | 30.45%-17.9pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,948 | $2,512-22.5% | $3,373-42.2% | $3,740-47.9% |
| Admin fee / account holder | $288 | $4,536-93.7% | $5,959-95.2% | $5,306-94.6% |