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 | $31,089 | $39,162-20.6% | $100,671-69.1% | $59,632-47.9% |
| Participation rate | 37.5% | 55.9%-18.4pp | 70.7%-33.2pp | 68.7%-31.2pp |
| Annual return | -1.86% | 21.07%-22.9pp | 20.43%-22.3pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $224 | $1,151-80.5% | $4,012-94.4% | $2,203-89.8% |
| Participant deferral / active EE | $1,120 | $1,992-43.8% | $3,144-64.4% | $3,192-64.9% |
| Admin fee / account holder | $129 | $2,969-95.7% | $4,850-97.3% | $4,297-97.0% |