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 | $31,076 | $113,339-72.6% | $94,993-67.3% | $147,584-78.9% |
| Participation rate | 54.5% | 78.0%-23.4pp | 73.9%-19.3pp | 82.8%-28.3pp |
| Annual return | 13.80% | 20.77%-7.0pp | 27.12%-13.3pp | 578.55%-564.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,404 | $3,777-62.8% | $3,317-57.7% | $5,439-74.2% |
| Admin fee / account holder | $214 | $6,063-96.5% | $4,960-95.7% | $10,885-98.0% |