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 | $21,312 | $90,503-76.5% | $78,689-72.9% | $273,961-92.2% |
| Participation rate | 17.6% | 76.5%-58.9pp | 73.6%-55.9pp | 83.0%-65.4pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $218 | $3,176-93.1% | $2,851-92.3% | $4,869-95.5% |
| Participant deferral / active EE | $3,556 | $3,901-8.8% | $3,517+1.1% | $5,287-32.7% |
| Admin fee / account holder | $230 | $5,263-95.6% | $4,510-94.9% | $10,132-97.7% |