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 | $13,958 | $90,600-84.6% | $79,464-82.4% | $135,375-89.7% |
| Participation rate | 28.6% | 76.0%-47.5pp | 73.3%-44.8pp | 82.6%-54.1pp |
| Annual return | -6.29% | 977.43%-983.7pp | 718.14%-724.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $703 | $3,068-77.1% | $2,800-74.9% | $4,779-85.3% |
| Participant deferral / active EE | $851 | $4,050-79.0% | $3,704-77.0% | $5,609-84.8% |
| Admin fee / account holder | $47 | $5,907-99.2% | $5,113-99.1% | $10,827-99.6% |