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 | $62,238 | $105,630-41.1% | $87,507-28.9% | $273,961-77.3% |
| Participation rate | 62.5% | 78.2%-15.7pp | 73.8%-11.3pp | 83.0%-20.5pp |
| Annual return | 2.10% | 12.25%-10.2pp | 12.21%-10.1pp | 41.45%-39.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,010 | $3,601-72.0% | $3,149-67.9% | $5,287-80.9% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |