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 | $38,807 | $83,908-53.8% | $68,509-43.4% | $125,391-69.1% |
| Participation rate | 40.0% | 78.2%-38.2pp | 74.7%-34.7pp | 83.2%-43.2pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $836 | $3,031-72.4% | $2,278-63.3% | $4,866-82.8% |
| Participant deferral / active EE | $2,090 | $4,125-49.3% | $3,382-38.2% | $5,352-60.9% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |