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 | $19,625 | $95,193-79.4% | $76,523-74.4% | $135,375-85.5% |
| Participation rate | 47.1% | 74.4%-27.3pp | 68.0%-20.9pp | 82.6%-35.6pp |
| Annual return | -9.71% | 4.85%-14.6pp | -0.27%-9.4pp | 519.73%-529.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,834 | $4,639-60.5% | $3,835-52.2% | $5,609-67.3% |
| Admin fee / account holder | $14 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |