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 | $75,638 | $99,079-23.7% | $77,999-3.0% | $273,961-72.4% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.5%-42.2pp | 83.0%-49.7pp |
| Annual return | 6.65% | 217.93%-211.3pp | 425.96%-419.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $472 | $3,308-85.7% | $2,470-80.9% | $4,869-90.3% |
| Participant deferral / active EE | $6,000 | $4,306+39.3% | $3,497+71.6% | $5,287+13.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |