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 | $42,991 | $113,935-62.3% | $94,224-54.4% | $125,391-65.7% |
| Participation rate | 69.2% | 82.9%-13.7pp | 78.8%-9.5pp | 83.2%-14.0pp |
| Annual return | 4.36% | 5.29%-0.9pp | 10.68%-6.3pp | 282.22%-277.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,164 | $5,179-58.2% | $4,320-49.9% | $5,352-59.6% |
| Admin fee / account holder | $14 | $8,391-99.8% | $6,269-99.8% | $9,540-99.9% |