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 | $44,349 | $58,208-23.8% | $81,812-45.8% | $80,856-45.2% |
| Participation rate | 12.8% | 63.4%-50.6pp | 72.3%-59.5pp | 67.6%-54.8pp |
| Annual return | 21.58% | 41.66%-20.1pp | 773.79%-752.2pp | 35.59%-14.0pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,109 | $3,281-66.2% | $4,319-74.3% | $4,296-74.2% |
| Admin fee / account holder | $86 | $4,981-98.3% | $7,386-98.8% | $6,918-98.8% |