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 | $67,690 | $105,630-35.9% | $87,507-22.6% | $273,961-75.3% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 5.55% | 12.25%-6.7pp | 12.21%-6.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $979 | $3,141-68.8% | $2,550-61.6% | $4,869-79.9% |
| Participant deferral / active EE | $5,961 | $3,601+65.5% | $3,149+89.3% | $5,287+12.7% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |